Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WAVERLY ADVISORS LLC | COM | 901 | $270,107 | 1,959 | 0.00 | 1,959 | +Inf | 12-31-2023 | |
CASSADAY & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,948 | +Inf | 12-31-2023 | |
PUTNAM INVESTMENTS LLC | COMMON STOCK | 903 | $268,177 | 1,945 | 0.00 | 0.00 | -29 | -1.47 | 12-31-2023 |
CLEARSTEAD TRUST LLC | COM | 904 | $268,136 | 1,945 | 0.00 | 0.00 | 3 | 0.15 | 12-31-2023 |