Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DUFF & PHELPS INVESTMENT MANAGEMENT CO | Common Stock | 1751 | $7,790,648 | 75,425 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
WEST BRANCH CAPITAL LLC | COM | 1752 | $11,430,586 | 75,231 | 0.01 | 0.00 | 2,606 | 3.59 | 12-31-2023 |
CHIRON INVESTMENT MANAGEMENT LLC | COM | 1753 | $13,562,772 | 75,190 | 0.01 | 75,190 | +Inf | 03-31-2024 | |
SEED PLANNING GROUP LLC | COM | 1754 | $13,533,517 | 75,028 | 0.00 | 0.00 | -2,435 | -3.14 | 03-31-2024 |