Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SILVERCREST ASSET MANAGEMENT GROUP LLC | COM | 851 | $471,874 | 3,877 | 0.00 | 0.00 | 52 | 1.36 | 12-31-2023 |
USCA RIA LLC | COM | 852 | $623,000 | 3,876 | 0.04 | 0.03 | 641 | 19.81 | 06-30-2021 |
ARISTOTLE CAPITAL MANAGEMENT LLC | COM | 853 | $558,085 | 3,833 | 0.00 | 0.00 | -667 | -14.82 | 06-30-2023 |
BALLENTINE PARTNERS LLC | COM | 854 | $428,232 | 3,816 | 0.00 | 0.00 | -3 | -0.08 | 09-30-2023 |