Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLDSTREAM CAPITAL MANAGEMENT INC | COM | 751 | $774,887 | 5,574 | 0.00 | 0.00 | 1,982 | 55.18 | 12-31-2023 |
BEACON POINTE ADVISORS LLC | COM | 752 | $810,796 | 5,572 | 0.00 | 0.00 | 26 | 0.47 | 03-31-2024 |
MOLONEY SECURITIES ASSET MANAGEMENT LLC | COM | 753 | $797,976 | 5,484 | 0.00 | 0.00 | 10 | 0.18 | 03-31-2024 |
DOHJ LLC | COM | 754 | $759,187 | 5,461 | 0.00 | 0.00 | -2,379 | -30.34 | 12-31-2023 |