Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
US BANCORP \DE\ | COM | 451 | $1,228,592 | 50,852 | 0.00 | 0.00 | 1,535 | 3.11 | 12-31-2023 |
DUPONT CAPITAL MANAGEMENT CORP | COMMON STOCK USD1.0 | 452 | $1,152,865 | 50,081 | 0.00 | 0.00 | -6,396 | -11.32 | 06-30-2023 |
SEQUOIA FINANCIAL ADVISORS LLC | COM | 453 | $1,386,514 | 48,924 | 0.00 | 0.00 | 1,755 | 3.72 | 03-31-2024 |
UNITED CAPITAL FINANCIAL ADVISORS LLC | COMMON STOCK | 454 | $1,164,323 | 48,192 | 0.00 | 48,192 | +Inf | 12-31-2023 |