Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOODY ALDRICH PARTNERS LLC | COM | 101 | $5,682,086 | 23,634 | 0.00 | 0.00 | -83 | -0.35 | 06-30-2023 |
CANADA LIFE ASSURANCE CO | COM | 102 | $5,422,000 | 23,002 | 0.01 | 0.01 | 1,232 | 5.66 | 03-31-2024 |
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | COM | 103 | $5,385,451 | 22,841 | 0.00 | 22,841 | +Inf | 03-31-2024 | |
EVERGREEN PRIVATE WEALTH LLC | COM | 104 | $4,982,293 | 22,146 | 0.00 | 22,146 | +Inf | 12-31-2023 |