Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INVST LLC | SHS | 2201 | $244,550 | 902 | 0.00 | 902 | +Inf | 12-31-2023 | |
ABACUS PLANNING GROUP INC | SHS | 2202 | $215,293 | 894 | 0.00 | 894 | +Inf | 12-31-2023 | |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | COMMON | 2203 | $153,329 | 894 | 0.00 | 0.00 | 864 | 2880.00 | 03-31-2023 |
FARMERS & MERCHANTS TRUST CO OF LONG BEACH | SHS | 2204 | $279,223 | 893 | 0.00 | 0.00 | -106 | -10.61 | 03-31-2024 |