Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAVANT CAPITAL LLC | SHS | 401 | $3,588,545 | 62,258 | 0.00 | 0.00 | 431 | 0.70 | 12-31-2023 |
BUTENSKY & COHEN FINANCIAL SECURITY INC | Stock | 402 | $4,056,307 | 62,099 | 0.00 | 0.00 | 2,778 | 4.68 | 03-31-2024 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP | SHS | 403 | $3,690,221 | 61,279 | 0.00 | 0.25 | -385,656 | -86.29 | 03-31-2023 |
ASSETMARK INC | SHS | 404 | $3,526,496 | 61,181 | 0.00 | 0.00 | 5,948 | 10.77 | 12-31-2023 |