Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOODY LYNN & LIEBERSON LLC | COM | 1851 | $798,383 | 8,736 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PALISADE ASSET MANAGEMENT LLC | COM | 1852 | $797,470 | 8,726 | 0.00 | 0.00 | -800 | -8.40 | 03-31-2024 |
FMA ADVISORY INC | COM | 1853 | $960,000 | 8,703 | 0.36 | 0.30 | 1,360 | 18.52 | 09-30-2021 |
BOSTON FAMILY OFFICE LLC | COM | 1854 | $795,000 | 8,703 | 0.06 | 0.06 | 129 | 1.50 | 03-31-2024 |