Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CRESSET ASSET MANAGEMENT LLC | COM | 401 | $19,754,658 | 69,480 | 0.00 | 0.00 | 6,007 | 9.46 | 03-31-2024 |
EPOCH INVESTMENT PARTNERS INC | COM | 402 | $19,835,938 | 68,870 | 0.00 | 0.00 | -57,982 | -45.71 | 12-31-2023 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | COMMON STOCK | 403 | $18,712,848 | 68,820 | 0.00 | 0.00 | -2,036 | -2.87 | 03-31-2024 |
OSHER VAN DE VOORDE INVESTMENT MANAGEMENT | COM | 404 | $19,526,529 | 68,678 | 0.00 | 0.00 | -6,752 | -8.95 | 03-31-2024 |