Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GRANITE INVESTMENT PARTNERS LLC | COM | 701 | $13,116,882 | 24,712 | 0.00 | 0.00 | -1,100 | -4.26 | 12-31-2023 |
STONEBRIDGE CAPITAL ADVISORS LLC | Stock | 702 | $13,092,616 | 24,666 | 0.00 | 0.00 | 710 | 2.96 | 12-31-2023 |
UNITED ASSET STRATEGIES INC | COM | 703 | $14,200,948 | 24,433 | 0.00 | 0.00 | 1,150 | 4.94 | 03-31-2024 |
ADVISORS ASSET MANAGEMENT INC | COM | 704 | $14,076,685 | 24,423 | 0.00 | 0.00 | -4,866 | -16.61 | 03-31-2023 |