Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JANNEY MONTGOMERY SCOTT LLC | Common Stock | 801 | $200,000 | 2,413 | 0.00 | 0.00 | -456 | -15.89 | 09-30-2023 |
COLDSTREAM CAPITAL MANAGEMENT INC | COM | 802 | $225,296 | 2,407 | 0.00 | 2,407 | +Inf | 12-31-2023 | |
BAKER TILLY WEALTH MANAGEMENT LLC | COM | 803 | $253,531 | 2,397 | 0.00 | 0.00 | 110 | 4.81 | 03-31-2024 |
GLENMEDE TRUST CO NA | COM | 804 | $251,414 | 2,377 | 0.00 | 2,377 | +Inf | 03-31-2024 |