Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GUNN & CO INVESTMENT MANAGEMENT INC | COM | 2701 | $838,000 | 1,438 | 0.06 | 0.30 | 798 | 124.69 | 12-31-2023 |
SMITH CHAS P & ASSOCIATES PA CPAS | COM | 2702 | $838,000 | 1,438 | 0.06 | 0.05 | 100 | 7.47 | 12-31-2023 |
PARNASSUS INVESTMENTS LLC | COM | 2703 | $838,239 | 1,438 | 0.00 | 0.00 | 74 | 5.43 | 12-31-2023 |
MCLEAN ASSET MANAGEMENT CORP | COM | 2704 | $1,087,960 | 1,437 | 0.00 | 0.00 | 1 | 0.07 | 03-31-2024 |