Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EP WEALTH ADVISORS LLC | COM | 351 | $343,985,559 | 1,786,660 | 0.00 | 0.00 | 251,139 | 16.36 | 12-31-2023 |
WELCH & FORBES LLC | COM | 352 | $343,037,343 | 1,781,734 | 0.01 | 0.01 | -14,847 | -0.83 | 12-31-2023 |
JUPITER ASSET MANAGEMENT LTD | COM | 353 | $339,062,850 | 1,761,091 | 0.00 | 0.00 | -4,907 | -0.28 | 12-31-2023 |
BRIDGES INVESTMENT MANAGEMENT INC | COM | 354 | $214,145,000 | 1,753,133 | 6.26 | 1,753,133 | +Inf | 03-31-2021 |