Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HENDERSHOT INVESTMENTS INC | COM | 651 | $23,309,573 | 147,352 | 0.00 | 0.00 | 8,389 | 6.04 | 03-31-2024 |
WADDELL & REED FINANCIAL INC | COM | 652 | $24,211,000 | 147,312 | 0.05 | 147,312 | +Inf | 03-31-2021 | |
BEAUMONT FINANCIAL PARTNERS LLC | COM | 653 | $23,933,000 | 146,507 | 2.30 | 2.36 | -1,909 | -1.29 | 09-30-2022 |
TCW GROUP INC | COM | 654 | $22,913,221 | 146,225 | 0.00 | 0.00 | 26,899 | 22.54 | 12-31-2023 |