Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARL STUART INVESTMENT ADVISOR INC | COM | 1901 | $214,878 | 3,071 | 0.00 | 3,071 | +Inf | 03-31-2024 | |
PRAIRIEVIEW PARTNERS LLC | COM | 1902 | $215,000 | 3,068 | 0.02 | 0.02 | 0 | 0.00 | 03-31-2024 |
KEATING INVESTMENT COUNSELORS INC | COM | 1903 | $214,598 | 3,067 | 0.00 | 0.00 | -125 | -3.92 | 03-31-2024 |
CX INSTITUTIONAL | COM | 1904 | $214,352 | 3,063 | 0.00 | 0.00 | 78 | 2.61 | 03-31-2024 |