Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRANSFORM WEALTH LLC | COM | 701 | $13,292,223 | 85,773 | 0.00 | 0.00 | -14,385 | -14.36 | 12-31-2023 |
ARROWSTREET CAPITAL LIMITED PARTNERSHIP | COM | 702 | $15,602,000 | 85,680 | 0.01 | 0.06 | -263,428 | -75.46 | 03-31-2024 |
ANCHOR INVESTMENT MANAGEMENT LLC | Stock | 703 | $15,569,136 | 85,498 | 0.00 | 85,498 | +Inf | 03-31-2024 | |
JP MARVEL INVESTMENT ADVISORS LLC | COM | 704 | $13,231,339 | 85,380 | 0.00 | 0.00 | -50 | -0.06 | 12-31-2023 |