Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GOLDEN STATE EQUITY PARTNERS | COM | 751 | $993,074 | 5,518 | 0.00 | 0.00 | 3,945 | 250.79 | 09-30-2023 |
WETHERBY ASSET MANAGEMENT INC | COM | 752 | $1,060,675 | 5,512 | 0.00 | 0.00 | 329 | 6.35 | 06-30-2023 |
OPTAS LLC | COM | 753 | $986,236 | 5,480 | 0.00 | 0.00 | -3 | -0.05 | 09-30-2023 |
DAVENPORT & CO LLC | COM | 754 | $1,301,729 | 5,357 | 0.00 | 0.00 | -21 | -0.39 | 03-31-2024 |