Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BROWN BROTHERS HARRIMAN & CO | Common Stock | 701 | $2,482,342 | 11,787 | 0.00 | 0.00 | 1,536 | 14.98 | 12-31-2023 |
PERFROMANCE WEALTH PARTNERS LLC | COM | 702 | $2,534,609 | 11,773 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MOUNT YALE INVESTMENT ADVISORS LLC | COM | 703 | $2,356,900 | 11,772 | 0.00 | 0.00 | 2,281 | 24.03 | 09-30-2023 |
GARNER ASSET MANAGEMENT CORP | COM | 704 | $2,413,843 | 11,729 | 0.00 | 1.24 | 930 | 8.61 | 12-31-2023 |