Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SKYLINE ADVISORS INC | CL B NEW | 2201 | $3,553,167 | 9,962 | 0.00 | 9,962 | +Inf | 12-31-2023 | |
BULL STREET ADVISORS LLC | COM | 2202 | $4,187,000 | 9,956 | 2.00 | 1.79 | 34 | 0.34 | 03-31-2024 |
L ROY PAPP & ASSOCIATES LLP | CL B NEW | 2203 | $4,179,969 | 9,940 | 0.00 | 0.00 | 175 | 1.79 | 03-31-2024 |
ASHFIELD CAPITAL PARTNERS LLC | CL B NEW | 2204 | $2,650,000 | 9,923 | 0.22 | 0.22 | 105 | 1.07 | 09-30-2022 |