Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DANA INVESTMENT ADVISORS INC | COM | 801 | $296,969 | 2,632 | 0.00 | 0.00 | -885 | -25.16 | 03-31-2024 |
GREENLEAF TRUST | COM | Liquidated | $295,276 | 2,617 | 0.00 | 0.00 | 2,617 | +Inf | 03-31-2024 |
ORION PORTFOLIO SOLUTIONS LLC | COM | Liquidated | $0 | 0 | 0.00 | 2,588 | +Inf | 12-31-2023 | |
HORIZON INVESTMENTS LLC | COM | 804 | $290,989 | 2,579 | 0.00 | 0.00 | 231 | 9.84 | 03-31-2024 |