Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VINVA INVESTMENT MANAGEMENT LTD | COM | 551 | $566,055 | 5,272 | 0.00 | 0.00 | 688 | 15.01 | 09-30-2023 |
CHOREO LLC | COM | 552 | $750,461 | 5,151 | 0.00 | 0.00 | -58 | -1.11 | 03-31-2024 |
BERMAN CAPITAL ADVISORS LLC | Stock | 553 | $440,000 | 5,131 | 0.07 | 0.08 | -953 | -15.66 | 09-30-2021 |
CAPROCK GROUP LLC | COM | 554 | $746,328 | 5,123 | 0.00 | 0.00 | 82 | 1.63 | 03-31-2024 |