Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PROSHARE ADVISORS LLC | COM | 401 | $2,207,142 | 27,981 | 0.00 | 0.00 | -1,602 | -5.42 | 03-31-2024 |
WELCH & FORBES LLC | COM | 402 | $1,816,565 | 27,121 | 0.00 | 0.00 | -1,112 | -3.94 | 12-31-2023 |
FAYEZ SAROFIM & CO | COM | 403 | $1,543,235 | 26,895 | 0.00 | 0.00 | 1,550 | 6.12 | 06-30-2023 |
COYLE FINANCIAL COUNSEL LLC | COM | 404 | $1,800,238 | 26,877 | 0.00 | 0.00 | -435 | -1.59 | 12-31-2023 |