Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAVANT CAPITAL LLC | COM | 501 | $28,615,678 | 195,275 | 0.00 | 0.00 | 50,170 | 34.57 | 12-31-2023 |
HB WEALTH MANAGEMENT LLC | COM | 502 | $31,534,450 | 194,357 | 0.00 | 0.00 | 8,735 | 4.71 | 03-31-2024 |
SATURNA CAPITAL CORP | Common Stock | 503 | $28,319,295 | 193,253 | 0.00 | 0.00 | 20,780 | 12.05 | 12-31-2023 |
BUSEY BANK | COMMON STOCK | 504 | $30,771,336 | 189,652 | 0.00 | 0.00 | -423 | -0.22 | 03-31-2024 |