Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEAVELL INVESTMENT MANAGEMENT INC | COM | 601 | $535,000 | 2,700 | 0.03 | 0.03 | 0 | 0.00 | 03-31-2024 |
COLDSTREAM CAPITAL MANAGEMENT INC | COM | 602 | $460,423 | 2,677 | 0.00 | 0.00 | 595 | 28.58 | 12-31-2023 |
PRIVATE ADVISOR GROUP LLC | COM | 603 | $528,572 | 2,669 | 0.00 | 0.00 | 46 | 1.75 | 03-31-2024 |
HARBOR CAPITAL ADVISORS INC | COM | 604 | $458,605 | 2,666 | 0.00 | 0.00 | 22 | 0.83 | 12-31-2023 |