Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DEARBORN PARTNERS LLC | COM | 851 | $94,951,196 | 252,503 | 0.00 | 0.00 | -15,333 | -5.72 | 12-31-2023 |
ADVISORY SERVICES NETWORK LLC | Stock | 852 | $106,046,662 | 252,059 | 0.00 | 0.00 | 18,485 | 7.91 | 03-31-2024 |
WETHERBY ASSET MANAGEMENT INC | COM | 853 | $85,619,176 | 251,422 | 0.00 | 0.00 | 5,403 | 2.20 | 06-30-2023 |
SYSTEMATIC ALPHA INVESTMENTS LLC | COM | 854 | $94,537,210 | 251,402 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |