Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FLPUTNAM INVESTMENT MANAGEMENT CO | COM | 751 | $5,889,204 | 33,805 | 0.00 | 0.00 | -2,354 | -6.51 | 03-31-2024 |
BRADY FAMILY WEALTH LLC | COM | 752 | $5,856,432 | 33,617 | 0.00 | 0.00 | 1,386 | 4.30 | 03-31-2024 |
TOROSO INVESTMENTS LLC | COM | 753 | $5,273,885 | 33,167 | 0.00 | 0.16 | 3,554 | 12.00 | 09-30-2023 |
IPSWICH INVESTMENT MANAGEMENT CO INC | COM | 754 | $5,768,769 | 33,114 | 0.00 | 0.00 | 68 | 0.21 | 03-31-2024 |