Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLUE TRUST INC | SHS | 601 | $202,410 | 762 | 0.00 | 0.00 | 200 | 35.59 | 03-31-2024 |
UNITED CAPITAL FINANCIAL ADVISORS LLC | COMMON STOCK | 602 | $202,144 | 761 | 0.00 | 761 | +Inf | 03-31-2024 | |
OSTRUM ASSET MANAGEMENT | Common Stock | 603 | $123,319 | 753 | 0.00 | 753 | +Inf | 09-30-2023 | |
NATIXIS INVESTMENT MANAGERS INTERNATIONAL | Common Stock | 604 | $121,190 | 740 | 0.00 | 0.00 | 312 | 72.90 | 09-30-2023 |