Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CIBC PRIVATE WEALTH GROUP LLC | COM | 551 | $277,980 | 11,300 | 0.00 | 0.00 | 697 | 6.57 | 03-31-2024 |
RNC CAPITAL MANAGEMENT LLC | COM | 552 | $207,000 | 11,279 | 0.01 | 0.01 | -2,390 | -17.48 | 03-31-2023 |
FLAGSHIP HARBOR ADVISORS LLC | COM | 553 | $280,564 | 11,227 | 0.00 | 11,227 | +Inf | 03-31-2024 | |
PERSONAL CFO SOLUTIONS LLC | COM | 554 | $245,896 | 11,126 | 0.00 | 0.00 | 419 | 3.91 | 12-31-2023 |