Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORESIGHT GROUP LTD LIABILITY PARTNERSHIP | Equity | 151 | $2,932,420 | 71,636 | 0.00 | 71,636 | +Inf | 12-31-2023 | |
HANSON & DOREMUS INVESTMENT MANAGEMENT | REIT | 152 | $2,585,000 | 70,969 | 0.45 | 0.42 | 14,592 | 25.88 | 03-31-2024 |
ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | COM | 153 | $2,566,566 | 70,452 | 0.00 | 0.00 | -6,515 | -8.46 | 03-31-2024 |
KCM INVESTMENT ADVISORS LLC | COM | 154 | $2,798,083 | 70,233 | 0.00 | 0.00 | -6,850 | -8.89 | 12-31-2023 |