Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RAMSAY STATTMAN VELA & PRICE INC | COM | 451 | $7,460,442 | 76,651 | 0.00 | 0.00 | 155 | 0.20 | 12-31-2023 |
ADVISORS CAPITAL MANAGEMENT LLC | COM | 452 | $8,641,000 | 76,190 | 0.16 | 0.14 | 17,794 | 30.47 | 03-31-2024 |
ADVISORS ASSET MANAGEMENT INC | COM | 453 | $8,564,911 | 75,515 | 0.00 | 0.00 | -8,789 | -10.43 | 03-31-2024 |
AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC | COM | 454 | $8,542,794 | 75,320 | 0.00 | 0.00 | -2,105 | -2.72 | 03-31-2024 |