Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATRIA INVESTMENTS INC | COM | 551 | $24,056,109 | 164,933 | 0.00 | 0.00 | 1,894 | 1.16 | 09-30-2023 |
TDAM USA INC | COM | 552 | $23,433,000 | 164,751 | 1.45 | 1.36 | -98 | -0.06 | 06-30-2021 |
NATIXIS | COM | 553 | $23,693,353 | 162,439 | 0.00 | 0.00 | -156,389 | -49.05 | 09-30-2023 |
AVANTAX ADVISORY SERVICES INC | COM | 554 | $23,708,145 | 161,786 | 0.00 | 0.00 | 48,346 | 42.62 | 12-31-2023 |