Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS INC | COM | 151 | $66,506,932 | 185,841 | 0.00 | 0.00 | -8,409 | -4.33 | 03-31-2024 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | COM | 152 | $56,532,866 | 184,868 | 0.00 | 0.00 | 6,971 | 3.92 | 06-30-2023 |
CHICAGO CAPITAL LLC | COM | 153 | $65,062,958 | 181,806 | 0.00 | 0.00 | -73 | -0.04 | 03-31-2024 |
EP WEALTH ADVISORS LLC | COM | 154 | $54,146,823 | 180,815 | 0.00 | 0.00 | 170,989 | 1740.17 | 12-31-2023 |