Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARALLEL ADVISORS LLC | Stock | 651 | $7,973,084 | 124,755 | 0.00 | 0.00 | 10,095 | 8.80 | 03-31-2024 |
HFR WEALTH MANAGEMENT LLC | COM | 652 | $7,863,764 | 123,044 | 0.00 | 1.98 | 2,762 | 2.30 | 03-31-2024 |
UNITED CAPITAL FINANCIAL ADVISORS LLC | COMMON STOCK | 653 | $7,862,547 | 123,025 | 0.00 | 0.00 | -5,034 | -3.93 | 03-31-2024 |
MCCOLLUM CHRISTOFERSON GROUP LLC | COM | 654 | $7,840,479 | 122,680 | 0.00 | 0.00 | 1,393 | 1.15 | 03-31-2024 |