Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MORAN WEALTH MANAGEMENT LLC | COM | 901 | $13,969,592 | 27,707 | 0.00 | 0.00 | -21,781 | -44.01 | 09-30-2023 |
COHEN KLINGENSTEIN LLC | COM | 902 | $13,703,190 | 27,700 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MOTLEY FOOL ASSET MANAGEMENT LLC | Ordinary Shares | 903 | $14,576,375 | 27,687 | 0.00 | 0.00 | 3,808 | 15.95 | 12-31-2023 |
KING WEALTH MANAGEMENT GROUP | COM | 904 | $14,576,000 | 27,686 | 2.82 | 3.03 | -794 | -2.79 | 12-31-2023 |