Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COPELAND CAPITAL MANAGEMENT LLC | COM | 251 | $28,863 | 1,981 | 0.00 | 0.00 | 20 | 1.02 | 03-31-2024 |
FIRST CAPITAL ADVISORS GROUP LLC | COM NEW | 252 | $29,555 | 1,938 | 0.00 | 1,938 | +Inf | 06-30-2023 | |
METROPOLITAN LIFE INSURANCE CO/NY | COM NEW | 253 | $25,687 | 1,763 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GENEOS WEALTH MANAGEMENT INC | COM NEW | 254 | $23,749 | 1,630 | 0.00 | 0.00 | -2 | -0.12 | 03-31-2024 |