Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLONIAL TRUST ADVISORS | Stock | 851 | $75,972,253 | 394,600 | 0.01 | 0.01 | -10,511 | -2.59 | 12-31-2023 |
WEATHERLY ASSET MANAGEMENT L P | COMMON | 852 | $67,530,956 | 394,433 | 0.01 | 0.01 | -10,778 | -2.66 | 09-30-2023 |
B RILEY WEALTH MANAGEMENT INC | COM | 853 | $965,025,000 | 394,033 | 1.13 | 4.36 | 69,640 | 21.47 | 06-30-2022 |
EAGLE ASSET MANAGEMENT INC | Common Stock | 854 | $67,310,373 | 393,145 | 0.00 | 0.00 | -10,162 | -2.52 | 09-30-2023 |