Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAMALIN INVESTMENT COUNSEL LLC | COM | 951 | $506,625 | 14,136 | 0.00 | 14,136 | +Inf | 03-31-2024 | |
VERITY & VERITY LLC | COM | 952 | $1,214,184 | 13,977 | 0.00 | 13,977 | +Inf | 03-31-2024 | |
DYNAMIC ADVISOR SOLUTIONS LLC | COM | 953 | $500,714 | 13,971 | 0.00 | 0.00 | 2,065 | 17.34 | 03-31-2024 |
TEZA CAPITAL MANAGEMENT LLC | COM | 954 | $514,418 | 13,922 | 0.00 | 13,922 | +Inf | 09-30-2023 |