Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHOREO LLC | COM | 951 | $4,220,818 | 111,958 | 0.00 | 0.00 | 37,362 | 50.09 | 12-31-2023 |
IEQ CAPITAL LLC | COM | 952 | $4,209,412 | 111,656 | 0.00 | 0.00 | -14,274 | -11.33 | 12-31-2023 |
PATTON ALBERTSON MILLER GROUP LLC | COM | 953 | $4,680,332 | 111,543 | 0.00 | 0.00 | 16,039 | 16.79 | 03-31-2024 |
IFG ADVISORY LLC | Common Stock | 954 | $4,192,684 | 111,211 | 0.00 | 0.00 | -20,040 | -15.27 | 12-31-2023 |