Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
YHB INVESTMENT ADVISORS INC | Stock | 401 | $85,828 | 2,699 | 0.00 | 2,699 | +Inf | 03-31-2024 | |
FIRST MERCANTILE TRUST CO | COM | 402 | $321,000 | 2,612 | 0.04 | 0.04 | -513 | -16.42 | 09-30-2021 |
BLUE TRUST INC | COM | 403 | $82,934 | 2,608 | 0.00 | 0.00 | -700 | -21.16 | 03-31-2024 |
QUANTAMENTAL TECHNOLOGIES LLC | COM | 404 | $385,807 | 2,554 | 0.00 | 2,554 | +Inf | 06-30-2023 |