Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
L ROY PAPP & ASSOCIATES LLP | COM | 2701 | $460,012 | 16,577 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MCELHENNY SHEFFIELD CAPITAL MANAGEMENT LLC | COM | 2702 | $547,272 | 16,499 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | COM | 2703 | $456,790 | 16,461 | 0.00 | 0.15 | -156 | -0.94 | 03-31-2024 |
AMICA RETIREE MEDICAL TRUST | COM | 2704 | $546,000 | 16,450 | 0.64 | 0.67 | 0 | 0.00 | 09-30-2023 |