Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EDGEWOOD MANAGEMENT LLC | COM | 2351 | $5,755,487 | 37,880 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GENEVA PARTNERS LLC | COM | 2352 | $5,753,968 | 37,870 | 0.00 | 0.00 | 13,921 | 58.13 | 12-31-2023 |
ARGI INVESTMENT SERVICES LLC | COM | 2353 | $4,276,000 | 37,838 | 0.15 | 0.12 | 4,527 | 13.59 | 09-30-2022 |
PEOPLES FINANCIAL SERVICES CORP | COMMON STOCK | 2354 | $6,820,142 | 37,810 | 0.00 | 0.00 | -1,709 | -4.32 | 03-31-2024 |