Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JAG CAPITAL MANAGEMENT LLC | COM | 751 | $3,980,000 | 11,606 | 0.31 | 0.31 | -190 | -1.61 | 12-31-2021 |
SECURITY NATIONAL BANK | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 457 | 4.14 | 12-31-2023 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | COMMON STOCK | 753 | $4,597,914 | 11,506 | 0.00 | 0.00 | 875 | 8.23 | 03-31-2024 |
BRINKER CAPITAL INVESTMENTS LLC | COM | 754 | $4,901,182 | 11,431 | 0.00 | 0.08 | -203 | -1.74 | 12-31-2022 |