Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COHEN KLINGENSTEIN LLC | COM | 951 | $1,119,508 | 5,200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ATRIA WEALTH SOLUTIONS INC | COM | 952 | $1,110,120 | 5,185 | 0.00 | 0.00 | 3 | 0.06 | 12-31-2023 |
OSTRUM ASSET MANAGEMENT | Common Stock | 953 | $1,029,531 | 5,142 | 0.00 | 5,142 | +Inf | 09-30-2023 | |
SIGNATUREFD LLC | COM | 954 | $1,105,796 | 5,136 | 0.00 | 0.00 | 134 | 2.68 | 03-31-2024 |