Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CUTLER INVESTMENT COUNSEL LLC | COM | 451 | $395,272 | 9,195 | 0.00 | 0.00 | -470 | -4.86 | 03-31-2024 |
CONCURRENT INVESTMENT ADVISORS LLC | COM | 452 | $393,131 | 9,145 | 0.00 | 0.00 | -157 | -1.69 | 03-31-2024 |
PICTET ASSET MANAGEMENT LTD | COM | 453 | $549,000 | 9,100 | 0.00 | 0.00 | -4,100 | -31.06 | 06-30-2021 |
SECURIAN ASSET MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,286 | -12.42 | 03-31-2024 |