Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BAKER TILLY WEALTH MANAGEMENT LLC | SHS - A - | 801 | $784,078 | 7,666 | 0.00 | 7,666 | +Inf | 03-31-2024 | |
PAYDEN & RYGEL | COM | 802 | $714,000 | 7,600 | 0.04 | 0.03 | 0 | 0.00 | 03-31-2023 |
BAIRD FINANCIAL GROUP INC | COMMON | 803 | $776,000 | 7,587 | 0.00 | 0.00 | -70,130 | -90.24 | 03-31-2024 |
SOUTHSTATE CORP | Com | 804 | $773,134 | 7,559 | 0.00 | 0.00 | -157 | -2.03 | 03-31-2024 |