Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PETTEE INVESTORS INC | COM | 251 | $2,060,049 | 14,219 | 0.00 | 0.00 | 3,844 | 37.05 | 03-31-2024 |
VICTORY CAPITAL MANAGEMENT INC | COM | 252 | $2,059,469 | 14,215 | 0.00 | 0.00 | 1,690 | 13.49 | 03-31-2024 |
ARBOR WEALTH ADVISORS LLC | COM NEW | 253 | $2,055,992 | 14,191 | 0.00 | 14,191 | +Inf | 03-31-2024 | |
MACQUARIE GROUP LTD | COM NEW | 254 | $2,051,852 | 14,159 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |