Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLARKSTON CAPITAL PARTNERS LLC | COM NEW | 1251 | $990,541 | 2,482 | 0.00 | 0.00 | 37 | 1.51 | 03-31-2024 |
PGGM INVESTMENTS | COM | Liquidated | $0 | 0 | 0.01 | 0.01 | 954 | 62.68 | 12-31-2023 |
ATWATER MALICK LLC | COM NEW | 1253 | $987,748 | 2,475 | 0.00 | 0.00 | 14 | 0.57 | 03-31-2024 |
UNITED ADVISOR GROUP LLC | COM | 1254 | $987,349 | 2,474 | 0.00 | 2,474 | +Inf | 03-31-2024 |