Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AJOVISTA LLC | SHS | 851 | $169,466 | 5,086 | 0.00 | 5,086 | +Inf | 12-31-2023 | |
WIPFLI FINANCIAL ADVISORS LLC | COM | 852 | $174,000 | 4,830 | 0.01 | 4,830 | +Inf | 09-30-2022 | |
FIRST HORIZON ADVISORS INC | COMMON STOCK | 853 | $147,890 | 4,822 | 0.00 | 0.00 | 629 | 15.00 | 03-31-2024 |
PENSERRA CAPITAL MANAGEMENT LLC | COM | 854 | $155,000 | 4,690 | 0.00 | 0.00 | -974 | -17.20 | 12-31-2023 |