Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEELYN SMITH LLC | CL A COM | 601 | $1,148,475 | 5,645 | 0.00 | 0.00 | -91 | -1.59 | 09-30-2023 |
TRIANGLE SECURITIES WEALTH MANAGEMENT | CL A COM | 602 | $1,305,573 | 5,635 | 0.00 | 0.00 | 105 | 1.90 | 03-31-2024 |
CRESSET ASSET MANAGEMENT LLC | CL A COM | 603 | $1,503,737 | 5,595 | 0.00 | 5,595 | +Inf | 06-30-2023 | |
PATTEN GROUP INC | CL A COM | 604 | $1,295,379 | 5,591 | 0.00 | 0.00 | 1,491 | 36.37 | 03-31-2024 |