Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MILLER INVESTMENT MANAGEMENT LP | COM | 551 | $3,435,616 | 21,260 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KESTRA PRIVATE WEALTH SERVICES LLC | COM | 552 | $3,433,262 | 21,245 | 0.00 | 0.00 | 605 | 2.93 | 03-31-2024 |
RODGERS BROTHERS INC | COM | 553 | $3,281,858 | 21,194 | 0.00 | 0.00 | -18,092 | -46.05 | 12-31-2023 |
NATIXIS | COM | 554 | $2,591,306 | 21,107 | 0.00 | 0.00 | 1,165 | 5.84 | 09-30-2023 |