Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DEARBORN PARTNERS LLC | COM | 2751 | $278,982 | 573 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | COM | 2752 | $277,522 | 570 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
LANTZ FINANCIAL LLC | COM | 2753 | $345,571 | 569 | 0.00 | 0.00 | 11 | 1.97 | 03-31-2024 |
HARTFORD FUNDS MANAGEMENT CO LLC | COM | 2754 | $276,036 | 567 | 0.00 | 567 | +Inf | 12-31-2023 |