Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REGENTATLANTIC CAPITAL LLC | COM | 651 | $955,000 | 17,723 | 0.03 | 0.04 | -2,988 | -14.43 | 09-30-2022 |
RADNOR CAPITAL MANAGEMENT LLC | COM | 652 | $754,000 | 17,653 | 0.13 | 0.11 | 2,000 | 12.78 | 03-31-2024 |
MONETA GROUP INVESTMENT ADVISORS LLC | COM | 653 | $679,645 | 17,580 | 0.00 | 0.00 | -326 | -1.82 | 12-31-2023 |
EMPIRICAL FINANCE LLC | COM | 654 | $661,092 | 17,517 | 0.00 | 0.00 | 1,776 | 11.28 | 09-30-2023 |