Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRAUN STACEY ASSOCIATES INC | COM | 251 | $5,576,000 | 52,342 | 0.22 | 0.00 | -25,604 | -32.85 | 03-31-2024 |
OSBORNE PARTNERS CAPITAL MANAGEMENT LLC | COM | 252 | $5,561,050 | 52,202 | 0.00 | 52,202 | +Inf | 03-31-2024 | |
EASTOVER INVESTMENT ADVISORS LLC | COM | 253 | $5,553,409 | 52,130 | 0.00 | 0.00 | 23,986 | 85.23 | 03-31-2024 |
HIGHTOWER ADVISORS LLC | COM | 254 | $5,517,000 | 51,710 | 0.00 | 0.00 | -75,419 | -59.32 | 03-31-2024 |