Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CIBC PRIVATE WEALTH GROUP LLC | COM | 451 | $4,278,257 | 24,791 | 0.00 | 0.00 | 178 | 0.72 | 03-31-2024 |
NORTHCOAST ASSET MANAGEMENT LLC | COMMON | 452 | $3,223,000 | 24,656 | 0.12 | 0.12 | -1,291 | -4.98 | 06-30-2021 |
TRUST CO OF VERMONT | Com | 453 | $4,263,485 | 24,643 | 0.00 | 0.00 | 1,685 | 7.34 | 03-31-2024 |
ZIEGLER CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -169 | -0.68 | 03-31-2024 |