Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RMB CAPITAL MANAGEMENT LLC | COM | 951 | $490,696 | 1,552 | 0.00 | 0.00 | 6 | 0.39 | 09-30-2023 |
EMPOWER ADVISORY GROUP LLC | COM | 952 | $607,231 | 1,545 | 0.00 | 0.00 | 16 | 1.05 | 03-31-2024 |
CASTLE ROCK WEALTH MANAGEMENT LLC | COM | 953 | $576,115 | 1,545 | 0.00 | 0.00 | 2 | 0.13 | 03-31-2024 |
NORTHCOAST ASSET MANAGEMENT LLC | COMMON | 954 | $563,000 | 1,544 | 0.02 | 0.06 | -3,656 | -70.31 | 06-30-2021 |