Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | COM | 701 | $2,377,000 | 52,224 | 0.16 | 0.17 | -1,171 | -2.19 | 09-30-2021 |
IEQ CAPITAL LLC | COM | 702 | $2,099,658 | 52,049 | 0.00 | 0.00 | 6,064 | 13.19 | 12-31-2023 |
OSTRUM ASSET MANAGEMENT | Common Stock | 703 | $2,177,013 | 51,772 | 0.00 | 51,772 | +Inf | 09-30-2023 | |
CLEARSTEAD ADVISORS LLC | COM | 704 | $2,325,642 | 51,635 | 0.00 | 0.00 | -1,681 | -3.15 | 03-31-2024 |