Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NBC SECURITIES INC | Stock | 851 | $1,378,000 | 16,981 | 0.13 | 0.09 | 4,211 | 32.98 | 03-31-2024 |
EAST COAST ASSET MANAGEMENT LLC | COM | 852 | $1,377,092 | 16,963 | 0.00 | 0.00 | 85 | 0.50 | 03-31-2024 |
TDAM USA INC | COM | 853 | $1,234,000 | 16,630 | 0.08 | 0.09 | -2,866 | -14.70 | 06-30-2021 |
PARK NATIONAL CORP /OH/ | Com | 854 | $1,340,932 | 16,518 | 0.00 | 0.00 | 2,387 | 16.89 | 03-31-2024 |