Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MCKINLEY CAPITAL MANAGEMENT LLC | CAP STK CL C | 851 | $20,199,075 | 143,327 | 0.00 | 0.00 | 16,472 | 12.98 | 12-31-2023 |
CHOATE INVESTMENT ADVISORS | CAP STK CL C | 852 | $18,867,999 | 143,102 | 0.00 | 0.00 | 35,904 | 33.49 | 09-30-2023 |
MADISON WEALTH MANAGEMENT | CAP STK CL C | 853 | $18,842,552 | 142,909 | 0.00 | 0.00 | -853 | -0.59 | 09-30-2023 |
PARTHENON LLC | CAP STK CL C | 854 | $20,095,209 | 142,590 | 0.00 | 0.00 | -2,675 | -1.84 | 12-31-2023 |