Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BROWN ADVISORY INC | COM | 651 | $4,348,713 | 247,086 | 0.00 | 0.00 | 22,363 | 9.95 | 03-31-2024 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | COM | 652 | $4,746,684 | 246,581 | 0.00 | 0.53 | -114,016 | -31.62 | 03-31-2023 |
EMPIRICAL FINANCE LLC | COM | 653 | $3,701,183 | 246,417 | 0.00 | 0.00 | 22,228 | 9.91 | 09-30-2023 |
STRATOS WEALTH PARTNERS LTD | COM | 654 | $4,321,426 | 245,535 | 0.00 | 0.00 | -17,726 | -6.73 | 03-31-2024 |