Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST MERCHANTS CORP | COMMON STOCK | 751 | $5,458,803 | 12,831 | 0.00 | 0.00 | 1,392 | 12.17 | 03-31-2024 |
KCM INVESTMENT ADVISORS LLC | COM | 752 | $5,444,909 | 12,798 | 0.00 | 0.00 | 395 | 3.18 | 03-31-2024 |
KESTRA ADVISORY SERVICES LLC | COM | 753 | $5,438,618 | 12,783 | 0.00 | 0.00 | 1,481 | 13.10 | 03-31-2024 |
CLEAR HARBOR ASSET MANAGEMENT LLC | COM | 754 | $5,427,040 | 12,756 | 0.00 | 0.00 | -11 | -0.09 | 03-31-2024 |