Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARSEC FINANCIAL MANAGEMENT INC | COM | 951 | $8,471,077 | 57,451 | 0.00 | 0.00 | -2,757 | -4.58 | 03-31-2023 |
CIC WEALTH LLC | COM | 952 | $3,454,055 | 57,405 | 0.00 | 0.00 | 38,353 | 201.31 | 03-31-2024 |
CHECCHI CAPITAL ADVISERS LLC | COM | 953 | $3,436,440 | 57,112 | 0.00 | 0.00 | 38,289 | 203.42 | 03-31-2024 |
PARKSIDE FINANCIAL BANK & TRUST | COM | 954 | $3,435,076 | 57,090 | 0.00 | 0.00 | 39,139 | 218.03 | 03-31-2024 |