Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUEBLOOD WEALTH MANAGEMENT LLC | COM | 651 | $351,597 | 3,762 | 0.00 | 0.00 | 57 | 1.54 | 03-31-2024 |
OSTRUM ASSET MANAGEMENT | Common Stock | 652 | $271,697 | 3,728 | 0.00 | 3,728 | +Inf | 09-30-2023 | |
STEPHENS INC /AR/ | COM | 653 | $345,148 | 3,693 | 0.00 | 0.00 | -166 | -4.30 | 03-31-2024 |
BERMAN CAPITAL ADVISORS LLC | Stock | 654 | $256,000 | 3,684 | 0.04 | 0.04 | -1 | -0.03 | 09-30-2021 |