Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
M&T BANK CORP | COM | 151 | $1,732,425 | 18,758 | 0.00 | 0.00 | 4,392 | 30.57 | 03-31-2024 |
SCHECHTER INVESTMENT ADVISORS LLC | Stock | 152 | $1,721,686 | 18,637 | 0.00 | 0.00 | 723 | 4.04 | 03-31-2024 |
WELLINGTON MANAGEMENT GROUP LLP | COM | 153 | $1,672,725 | 18,107 | 0.00 | 0.00 | 6,283 | 53.14 | 03-31-2024 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | COMMON STOCKS | 154 | $1,559,002 | 17,726 | 0.00 | 0.00 | 78 | 0.44 | 12-31-2023 |