Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVANSON ASSET MANAGEMENT LLC | CAP STK CL C | 701 | $31,376,370 | 206,071 | 0.00 | 0.00 | -1,250 | -0.60 | 03-31-2024 |
NIKKO ASSET MANAGEMENT AMERICAS INC | COM | 702 | $21,094,217 | 205,464 | 0.00 | 0.38 | -99,161 | -32.55 | 03-31-2023 |
OAKWORTH CAPITAL INC | COMMON STOCK | 703 | $24,726,889 | 204,405 | 0.00 | 0.00 | -35,639 | -14.85 | 06-30-2023 |
SYNOVUS FINANCIAL CORP | CAP STK CL C | 704 | $26,859,838 | 203,713 | 0.00 | 0.00 | -15,415 | -7.03 | 09-30-2023 |