Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DIVERSIFIED TRUST CO | COM | 201 | $1,085,074 | 5,226 | 0.00 | 0.00 | 1,050 | 25.14 | 03-31-2024 |
FIRST REPUBLIC INVESTMENT MANAGEMENT INC | COM | 202 | $1,015,349 | 5,049 | 0.00 | 0.00 | 464 | 10.12 | 06-30-2023 |
STATE OF MICHIGAN RETIREMENT SYSTEM | COM | 203 | $1,044,794 | 5,032 | 0.00 | 0.00 | 200 | 4.14 | 03-31-2024 |
SUMMIT FINANCIAL STRATEGIES INC | COM | 204 | $837,108 | 5,031 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |