Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
55I LLC | COM | 851 | $884,000 | 1,821 | 0.02 | 0.01 | 997 | 121.00 | 09-30-2022 |
IMPAX ASSET MANAGEMENT GROUP PLC | Common Stock | 852 | $630,684 | 1,819 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BAKER TILLY WEALTH MANAGEMENT LLC | COM | 853 | $629,990 | 1,817 | 0.00 | 0.00 | 312 | 20.73 | 03-31-2024 |
BALASA DINVERNO & FOLTZ LLC | COM | 854 | $880,000 | 1,813 | 0.06 | 0.05 | 162 | 9.81 | 09-30-2022 |