Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BUCKHEAD CAPITAL MANAGEMENT LLC | COM | 651 | $1,895,799 | 15,052 | 0.00 | 0.00 | 4,110 | 37.56 | 06-30-2023 |
TRITONPOINT WEALTH LLC | COM | 652 | $2,343,500 | 15,038 | 0.00 | 0.00 | -414 | -2.68 | 03-31-2024 |
INDEPENDENT ADVISOR ALLIANCE | COM | 653 | $2,419,729 | 14,974 | 0.00 | 0.00 | -653 | -4.18 | 03-31-2024 |
JAG CAPITAL MANAGEMENT LLC | COM | 654 | $2,991,000 | 14,918 | 0.23 | 0.23 | -273 | -1.80 | 12-31-2021 |