Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HEXAVEST INC | COMMON | 4051 | $27,029,000 | 8,228 | 1.65 | 1.65 | -1,469 | -15.15 | 09-30-2021 |
GILMAN HILL ASSET MANAGEMENT LLC | COM | 4052 | $1,482,724 | 8,220 | 0.00 | 0.00 | -1,055 | -11.37 | 03-31-2024 |
BETTER MONEY DECISIONS LLC | COM | 4053 | $1,243,325 | 8,183 | 0.00 | 0.00 | 207 | 2.60 | 12-31-2023 |
WILLIS JOHNSON & ASSOCIATES INC | COM | 4054 | $1,241,473 | 8,171 | 0.00 | 0.00 | 248 | 3.13 | 12-31-2023 |