Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CITY HOLDING CO | COMMON STOCK | 801 | $6,494,477 | 44,058 | 0.00 | 0.00 | 2,494 | 6.00 | 12-31-2023 |
SUSTAINABLE INSIGHT CAPITAL MANAGEMENT LLC | COM | 802 | $5,009,762 | 43,980 | 0.00 | 0.01 | -38,035 | -46.38 | 06-30-2023 |
POLARIS WEALTH ADVISORY GROUP LLC | COM | 803 | $4,505,778 | 43,822 | 0.00 | 0.00 | 2,576 | 6.25 | 09-30-2023 |
QUANTINNO CAPITAL MANAGEMENT LP | COM | 804 | $6,435,000 | 43,653 | 0.00 | 0.00 | 10,148 | 30.29 | 12-31-2023 |