Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WELCH & FORBES LLC | COM | 51 | $53,419,185 | 310,540 | 0.00 | 0.00 | 2,334 | 0.76 | 12-31-2023 |
MARTIN CURRIE LTD | COM | 52 | $60,484,699 | 305,432 | 0.00 | 0.00 | 3,290 | 1.09 | 03-31-2024 |
STEPHENS INVESTMENT MANAGEMENT GROUP LLC | COM | 53 | $59,669,806 | 301,317 | 0.00 | 0.00 | 1,390 | 0.46 | 03-31-2024 |
UBS GROUP AG | COM | 54 | $58,381,621 | 294,812 | 0.00 | 0.00 | -115,725 | -28.19 | 03-31-2024 |