Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBALT INVESTMENTS LLC / GA | COM | 701 | $763,181 | 6,271 | 0.00 | 6,271 | +Inf | 12-31-2023 | |
LOWE BROCKENBROUGH & CO INC | COM | 702 | $761,271 | 6,243 | 0.00 | 0.00 | -220 | -3.40 | 12-31-2023 |
CWM LLC | COM | 703 | $821,000 | 6,220 | 0.00 | 0.00 | -665 | -9.66 | 03-31-2024 |
ORION PORTFOLIO SOLUTIONS LLC | COM | 704 | $818,695 | 6,203 | 0.00 | 0.00 | -512 | -7.62 | 03-31-2024 |