Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COHEN KLINGENSTEIN LLC | COM | 601 | $6,036,160 | 13,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
QS INVESTORS LLC | SHS | 602 | $3,627,000 | 12,543 | 0.04 | 0.04 | 343 | 2.81 | 06-30-2021 |
AMERICAN PORTFOLIOS ADVISORS | SHS | 603 | $3,367,958 | 12,493 | 0.00 | 12,493 | +Inf | 09-30-2022 | |
ADVISOR PARTNERS LLC | SHS | 604 | $3,515,000 | 12,226 | 0.25 | 0.23 | -72 | -0.59 | 06-30-2022 |