Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DLK INVESTMENT MANAGEMENT LLC | SHS | 851 | $4,106,326 | 47,118 | 0.00 | 0.00 | 9,258 | 24.45 | 03-31-2024 |
BOSTON RESEARCH & MANAGEMENT INC | COM | 852 | $3,879,000 | 47,096 | 1.03 | 1.24 | -6,419 | -11.99 | 12-31-2023 |
EVERENCE CAPITAL MANAGEMENT INC | EQTY | 853 | $3,857,000 | 46,820 | 0.28 | 0.34 | -8,790 | -15.81 | 12-31-2023 |
PARK AVENUE SECURITIES LLC | SHS | 854 | $4,075,000 | 46,764 | 0.05 | 0.04 | 7,841 | 20.14 | 03-31-2024 |