Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VINVA INVESTMENT MANAGEMENT LTD | COM | 801 | $4,236,225 | 8,270 | 0.00 | 0.00 | -69 | -0.83 | 09-30-2023 |
BOK FINANCIAL PRIVATE WEALTH INC | COM | 802 | $5,158,373 | 8,253 | 0.00 | 0.00 | -354 | -4.11 | 12-31-2023 |
WATCHMAN GROUP INC | COM | 803 | $5,157,123 | 8,251 | 0.00 | 0.00 | -65 | -0.78 | 12-31-2023 |
NORTHSTAR INVESTMENT ADVISORS LLC | COMMON STOCK | 804 | $4,369,000 | 8,244 | 0.58 | 0.45 | 239 | 2.99 | 06-30-2021 |