Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MUTUAL ADVISORS LLC | COM | 801 | $2,531,543 | 34,560 | 0.00 | 0.00 | 6,654 | 23.84 | 03-31-2024 |
TORRAY INVESTMENT PARTNERS LLC | COM | 802 | $2,799,058 | 34,552 | 0.00 | 0.00 | -1,025 | -2.88 | 12-31-2023 |
PENINSULA WEALTH LLC | COM | 803 | $2,787,555 | 34,410 | 0.00 | 0.00 | -792 | -2.25 | 12-31-2023 |
RICHARD BERNSTEIN ADVISORS LLC | COM | 804 | $2,850,765 | 34,359 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |