Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EXETER FINANCIAL LLC | COM | 1401 | $4,154,273 | 25,853 | 0.00 | 0.00 | 527 | 2.08 | 03-31-2024 |
MURPHY POHLAD ASSET MANAGEMENT LLC | COM | 1402 | $4,070,796 | 25,807 | 0.00 | 0.00 | -200 | -0.77 | 03-31-2024 |
PRIO WEALTH LIMITED PARTNERSHIP | COM | 1403 | $3,846,539 | 25,788 | 0.00 | 0.00 | -383 | -1.46 | 12-31-2023 |
UNITED CAPITAL MANAGEMENT OF KS INC | COM | 1404 | $4,063,838 | 25,763 | 0.00 | 0.00 | 5,214 | 25.37 | 03-31-2024 |