Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VANGUARD PERSONALIZED INDEXING MANAGEMENT LLC | COM | 401 | $6,216,977 | 21,100 | 0.00 | 0.00 | 2,757 | 15.03 | 03-31-2024 |
FIRST MERCHANTS CORP | COMMON STOCK | 402 | $6,202,141 | 21,050 | 0.00 | 0.00 | -341 | -1.59 | 03-31-2024 |
CRESSET ASSET MANAGEMENT LLC | COM | 403 | $6,164,220 | 20,920 | 0.00 | 0.00 | 5,752 | 37.92 | 03-31-2024 |
CARNEGIE CAPITAL ASSET MANAGEMENT LLC | COM | 404 | $5,128,581 | 20,919 | 0.00 | 0.24 | -5,274 | -20.14 | 06-30-2023 |