Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISORS CAPITAL MANAGEMENT LLC | COM | 951 | $315,000 | 5,315 | 0.01 | 0.01 | 211 | 4.13 | 03-31-2024 |
PROFICIO CAPITAL PARTNERS LLC | COM | 952 | $312,702 | 5,275 | 0.00 | 0.00 | 97 | 1.87 | 03-31-2024 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | COM | 953 | $302,568 | 5,252 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PREMIER PATH WEALTH PARTNERS LLC | COM | 954 | $311,042 | 5,247 | 0.00 | 0.00 | -98 | -1.83 | 03-31-2024 |