Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UNITED CAPITAL FINANCIAL ADVISORS LLC | COMMON STOCK | 951 | $3,816,585 | 69,633 | 0.00 | 0.00 | -7,748 | -10.01 | 03-31-2024 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM STK | 952 | $3,814,572 | 69,596 | 0.00 | 0.00 | -60,371 | -46.45 | 03-31-2024 |
VIOLICH CAPITAL MANAGEMENT INC | COM | 953 | $3,814,000 | 69,583 | 0.55 | 0.59 | -650 | -0.93 | 03-31-2024 |
PINNACLE FINANCIAL PARTNERS INC | COM STK | 954 | $3,810,556 | 69,523 | 0.00 | 0.00 | -12,215 | -14.94 | 03-31-2024 |