Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HOWARD CAPITAL MANAGEMENT GROUP LLC | COM | 801 | $1,837,630 | 41,184 | 0.00 | 0.21 | 2,615 | 6.78 | 03-31-2023 |
ONEDIGITAL INVESTMENT ADVISORS LLC | COM | 802 | $1,794,142 | 41,131 | 0.00 | 0.00 | -1,883 | -4.38 | 03-31-2024 |
SOUTHSTATE CORP | Com | 803 | $1,788,900 | 41,011 | 0.00 | 0.00 | -947 | -2.26 | 03-31-2024 |
OPTIMIST RETIREMENT GROUP LLC | COM | 804 | $1,780,637 | 40,822 | 0.00 | 40,822 | +Inf | 03-31-2024 |