Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISORY SERVICES NETWORK LLC | Stock | 551 | $677,458 | 1,649 | 0.00 | 0.00 | 631 | 61.98 | 03-31-2024 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | COM | 552 | $677,048 | 1,648 | 0.00 | 0.00 | 101 | 6.53 | 03-31-2024 |
FIRST REPUBLIC INVESTMENT MANAGEMENT INC | COM | 553 | $490,117 | 1,627 | 0.00 | 0.00 | 22 | 1.37 | 06-30-2023 |
FIRST TRUST DIRECT INDEXING LP | COM | 554 | $488,913 | 1,623 | 0.00 | 0.00 | 81 | 5.25 | 06-30-2023 |