Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WH CORNERSTONE INVESTMENTS INC | COM | 351 | $992,000 | 8,488 | 0.71 | 0.74 | -156 | -1.80 | 03-31-2024 |
COHEN KLINGENSTEIN LLC | COM | 352 | $959,222 | 8,209 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ARGA INVESTMENT MANAGEMENT LP | Common Stocks | 353 | $952,678 | 8,153 | 0.00 | 0.00 | -111 | -1.34 | 03-31-2024 |
GIRARD PARTNERS LTD | Stock | 354 | $949,172 | 8,123 | 0.00 | 8,123 | +Inf | 03-31-2024 |