Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GREAT DIAMOND PARTNERS LLC | SHS | 2351 | $367,250 | 4,214 | 0.00 | 0.00 | -15 | -0.35 | 03-31-2024 |
REGENT INVESTMENT MANAGEMENT LLC | COM | 2352 | $326,000 | 4,190 | 0.09 | 4,190 | +Inf | 12-31-2022 | |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | SHS | 2353 | $344,925 | 4,187 | 0.00 | 0.00 | -3,590 | -46.16 | 12-31-2023 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | SHS | 2354 | $329,166 | 4,182 | 0.00 | 0.00 | -81 | -1.90 | 06-30-2024 |