Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SILVERCREST ASSET MANAGEMENT GROUP LLC | COM | 701 | $202,281 | 1,899 | 0.00 | 1,899 | +Inf | 03-31-2024 | |
MERIT FINANCIAL GROUP LLC | COM | 702 | $217,779 | 1,887 | 0.00 | 1,887 | +Inf | 03-31-2024 | |
ORION CAPITAL MANAGEMENT LLC | COM | 703 | $198,127 | 1,860 | 0.00 | 0.08 | 0 | 0.00 | 03-31-2024 |
ROSENBERG MATTHEW HAMILTON | Stock | 704 | $139,964 | 1,859 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |