Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SILVERCREST ASSET MANAGEMENT GROUP LLC | COM | 951 | $266,926 | 3,254 | 0.00 | 0.00 | -3,150 | -49.19 | 03-31-2024 |
BLUE TRUST INC | COM | 952 | $265,777 | 3,240 | 0.00 | 0.00 | 190 | 6.23 | 03-31-2024 |
PETRUS TRUST COMPANY LTA | COM | 953 | $264,301 | 3,222 | 0.00 | 3,222 | +Inf | 03-31-2024 | |
PERSONAL WEALTH PARTNERS | COM | 954 | $290,000 | 3,190 | 0.13 | 3,190 | +Inf | 03-31-2022 |