Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD | COM | 751 | $81,819,000 | 477,139 | 1.58 | 1.61 | 1,176 | 0.25 | 03-31-2024 |
TRANSCEND CAPITAL ADVISORS LLC | Stock | 752 | $81,743,434 | 476,694 | 0.01 | 0.01 | 951 | 0.20 | 03-31-2024 |
HOWARD CAPITAL MANAGEMENT GROUP LLC | COM | 753 | $78,440,057 | 475,683 | 0.01 | 7.09 | 20,690 | 4.55 | 03-31-2023 |
FARMERS & MERCHANTS INVESTMENTS INC | COM | 754 | $92,174,350 | 475,199 | 0.00 | 0.00 | 2,673 | 0.57 | 06-30-2023 |