Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ASTORIA PORTFOLIO ADVISORS LLC | COM | 2351 | $886,155 | 3,329 | 0.00 | 0.00 | 441 | 15.27 | 03-31-2024 |
PATTEN GROUP INC | COM | 2352 | $937,856 | 3,326 | 0.00 | 0.00 | -23 | -0.69 | 03-31-2024 |
W ADVISORS LLC | COM | 2353 | $937,557 | 3,325 | 0.00 | 0.00 | 11 | 0.33 | 03-31-2024 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | COM | 2354 | $989,826 | 3,317 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |