Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LGT FUND MANAGEMENT CO LTD | COM | 701 | $290,048 | 2,250 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COMMUNITY CAPITAL MANAGEMENT LLC | COM | 702 | $255,353 | 2,250 | 0.00 | 0.00 | -2,450 | -52.13 | 06-30-2023 |
HORIZON INVESTMENTS LLC | COM | 703 | $288,758 | 2,240 | 0.00 | 0.00 | 89 | 4.14 | 03-31-2024 |
GREENLEAF TRUST | COM | 704 | $288,114 | 2,235 | 0.00 | 0.00 | 141 | 6.73 | 03-31-2024 |