Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TANDEM INVESTMENT ADVISORS INC | COM | 1 | $66,347,000 | 295,112 | 2.57 | 2.54 | 6,152 | 2.13 | 03-31-2024 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 535 | 76.43 | 06-30-2020 |