Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAFAYETTE INVESTMENTS INC | COM | 651 | $2,497,598 | 8,613 | 0.00 | 0.00 | 105 | 1.23 | 03-31-2024 |
SAVANT CAPITAL LLC | COM | 652 | $2,026,800 | 8,606 | 0.00 | 0.00 | 4,360 | 102.68 | 12-31-2023 |
FOX HILL WEALTH MANAGEMENT | COM | 653 | $2,491,156 | 8,591 | 0.00 | 8,591 | +Inf | 03-31-2024 | |
DA DAVIDSON & CO | COM | 654 | $2,479,619 | 8,551 | 0.00 | 0.00 | 317 | 3.85 | 03-31-2024 |