Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JAG CAPITAL MANAGEMENT LLC | COM | 851 | $2,030,000 | 4,380 | 0.16 | 0.12 | 119 | 2.79 | 12-31-2021 |
ADVISORS ASSET MANAGEMENT INC | COM | 852 | $2,012,588 | 4,377 | 0.00 | 0.00 | -266 | -5.73 | 03-31-2023 |
AMG NATIONAL TRUST BANK | COM | 853 | $2,060,717 | 4,370 | 0.00 | 0.00 | -122 | -2.72 | 12-31-2023 |
SAPIENT CAPITAL LLC | COM | 854 | $2,264,983 | 4,368 | 0.00 | 0.00 | 377 | 9.45 | 03-31-2024 |