Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRADLEY FOSTER & SARGENT INC/CT | com | 351 | $2,376,449 | 54,858 | 0.00 | 0.00 | 12,415 | 29.25 | 03-31-2024 |
CORIENT PRIVATE WEALTH LLC | COM | 352 | $2,297,596 | 53,038 | 0.00 | 0.00 | -7,946 | -13.03 | 03-31-2024 |
MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT INC | COM | 353 | $2,284,220 | 52,729 | 0.00 | 0.00 | 31 | 0.06 | 03-31-2024 |
FINANCIAL INSIGHTS INC | COM | 354 | $2,259,744 | 52,164 | 0.00 | 52,164 | +Inf | 03-31-2024 |