Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HANDELSBANKEN FONDER AB | COM | 201 | $295,000 | 25,102 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ADVISOR PARTNERS LLC | COM | 202 | $261,000 | 25,030 | 0.02 | 0.02 | 2,296 | 10.10 | 06-30-2022 |
CHIRON CAPITAL MANAGEMENT LLC | COM | 203 | $292,561 | 24,920 | 0.00 | 0.00 | -1,000 | -3.86 | 12-31-2023 |
INSTITUTE FOR WEALTH MANAGEMENT LLC | COM | 204 | $262,177 | 23,535 | 0.00 | 0.00 | -1,438 | -5.76 | 03-31-2024 |