Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UNITED CAPITAL FINANCIAL ADVISORS LLC | COMMON STOCK | 451 | $102,434,669 | 733,300 | 0.00 | 0.00 | -358,773 | -32.85 | 12-31-2023 |
FIDUCIARY TRUST CO | CAP STK CL A | 452 | $69,633,000 | 727,999 | 1.51 | 1.66 | 691,880 | 1915.56 | 09-30-2022 |
THRIVENT FINANCIAL FOR LUTHERANS | CAP STK CL A | 453 | $102,446,000 | 726,676 | 0.22 | 0.22 | -60,021 | -7.63 | 12-31-2023 |
MAI CAPITAL MANAGEMENT | CS | 454 | $69,036,000 | 721,754 | 1.30 | 721,754 | +Inf | 09-30-2022 |