Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARRET ASSET MANAGEMENT LLC | COM | 651 | $4,857,000 | 14,849 | 0.00 | 0.76 | -1,203 | -7.49 | 03-31-2023 |
BARD FINANCIAL SERVICES INC | COM | 652 | $5,715,183 | 14,815 | 0.00 | 14,815 | +Inf | 12-31-2023 | |
WELCH GROUP LLC | COMMON | 653 | $6,185,851 | 14,810 | 0.00 | 14,810 | +Inf | 03-31-2024 | |
VIRGINIA RETIREMENT SYSTEMS ET AL | COM | 654 | $4,758,755 | 14,754 | 0.00 | 0.00 | -17,100 | -53.68 | 06-30-2023 |