Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALPINE WOODS CAPITAL INVESTORS LLC | COM | 651 | $1,940,856 | 13,621 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SANDY SPRING BANK | COM | 652 | $2,014,728 | 13,257 | 0.00 | 0.00 | -954 | -6.71 | 12-31-2023 |
BRINKER CAPITAL INVESTMENTS LLC | COM | 653 | $1,172,911 | 13,158 | 0.00 | 0.02 | 288 | 2.24 | 12-31-2022 |
ESTATE COUNSELORS LLC | COM | 654 | $1,997,017 | 13,140 | 0.00 | 0.00 | -60 | -0.45 | 12-31-2023 |