Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KINGS POINT CAPITAL MANAGEMENT | COM | 551 | $15,348,000 | 164,394 | 1.25 | 1.14 | 811 | 0.50 | 12-31-2021 |
VANGUARD PERSONALIZED INDEXING MANAGEMENT LLC | COM | 552 | $10,441,584 | 163,379 | 0.00 | 0.00 | 54,043 | 49.43 | 03-31-2024 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | COMMON | 553 | $12,525,308 | 162,497 | 0.00 | 0.05 | -49,008 | -23.17 | 03-31-2023 |
TRUWEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 20,264 | 14.26 | 12-31-2023 |