Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARBER FINANCIAL GROUP INC | CL B NEW | 4201 | $479,634 | 1,553 | 0.00 | 0.00 | 190 | 13.94 | 03-31-2023 |
VILLERE ST DENIS J & CO LLC | CL B NEW | 4202 | $653,067 | 1,553 | 0.00 | 1,553 | +Inf | 03-31-2024 | |
LIFEWORKS ADVISORS LLC | CL B NEW | 4203 | $652,647 | 1,552 | 0.00 | 0.00 | 511 | 49.09 | 03-31-2024 |
COERENTE CAPITAL MANAGEMENT | CL B NEW | 4204 | $652,647 | 1,552 | 0.00 | 0.00 | -45 | -2.82 | 03-31-2024 |