Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PERPETUAL INVESTMENT MANAGEMENT LTD | COM | 1851 | $835,052 | 6,298 | 0.00 | 0.13 | 0 | 0.00 | 12-31-2022 |
BARRETT ASSET MANAGEMENT LLC | COM | 1852 | $1,336,000 | 6,295 | 0.06 | 0.07 | 358 | 6.03 | 03-31-2022 |
ROSSMORE PRIVATE CAPITAL | COM | 1853 | $1,892,314 | 6,283 | 0.00 | 0.00 | 26 | 0.42 | 03-31-2024 |
IMA WEALTH INC | COM | 1854 | $1,891,157 | 6,279 | 0.00 | 0.00 | -92 | -1.44 | 03-31-2024 |