Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GRANDFIELD & DODD LLC | COM | 2701 | $913,548 | 5,895 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FINANCIAL COUNCIL ASSET MANAGEMENT INC | COM | 2702 | $911,843 | 5,884 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ELLENBECKER INVESTMENT GROUP | COM | 2703 | $911,000 | 5,884 | 0.21 | 0.22 | 153 | 2.67 | 12-31-2023 |
KPP ADVISORY SERVICES LLC | Com | 2704 | $1,066,747 | 5,858 | 0.00 | 5,858 | +Inf | 03-31-2024 |