Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FOSTER & MOTLEY INC | com | 1351 | $234,000 | 3,037 | 0.02 | 3,037 | +Inf | 03-31-2024 | |
MORNINGSTAR INVESTMENT MANAGEMENT LLC | COM | 1352 | $233,000 | 3,021 | 0.03 | 3,021 | +Inf | 03-31-2024 | |
GOEPPER BURKHARDT LLC | COM | 1353 | $203,640 | 3,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FAYEZ SAROFIM & CO | COM | 1354 | $231,420 | 3,000 | 0.00 | 3,000 | +Inf | 03-31-2024 |