Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARDEROCK CAPITAL MANAGEMENT INC | COM | 851 | $7,780,701 | 22,448 | 0.00 | 0.00 | -980 | -4.18 | 03-31-2024 |
TAURUS ASSET MANAGEMENT LLC | SHS CLASS A | 852 | $6,883,871 | 22,415 | 0.00 | 0.00 | -600 | -2.61 | 09-30-2023 |
ELK RIVER WEALTH MANAGEMENT LLC | SHS CLASS A | 853 | $7,854,068 | 22,382 | 0.00 | 0.00 | 26 | 0.12 | 12-31-2023 |
PEACHTREE INVESTMENT PARTNERS LLC | SHS CLASS A | 854 | $7,847,976 | 22,365 | 0.00 | 0.00 | -55 | -0.25 | 12-31-2023 |