Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FRONTIER WEALTH MANAGEMENT LLC | COM | 851 | $1,705,000 | 21,045 | 0.02 | 0.02 | 0 | 0.00 | 06-30-2022 |
BAHL & GAYNOR INC | COM | 852 | $1,671,280 | 20,967 | 0.00 | 0.00 | -11 | -0.05 | 12-31-2023 |
GRANDFIELD & DODD LLC | COM | 853 | $1,670,536 | 20,957 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
KNUFF & CO LLC | COM | 854 | $1,658,367 | 20,805 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |