Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEEL PEAK WEALTH MANAGEMENT LLC | COM | 651 | $37,024,428 | 440,767 | 0.00 | 3.56 | 16,844 | 3.97 | 12-31-2022 |
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 652 | $79,497,077 | 440,719 | 0.00 | 0.00 | -24,713 | -5.31 | 03-31-2024 |
WADDELL & REED FINANCIAL INC | COM | 653 | $1,362,280,000 | 440,286 | 2.80 | 440,286 | +Inf | 03-31-2021 | |
STEPHENS INC /AR/ | COM | 654 | $55,335,844 | 435,304 | 0.00 | 0.00 | -155,331 | -26.30 | 09-30-2023 |