Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISOR PARTNERS II LLC | COM | 851 | $2,084,681 | 18,854 | 0.00 | 0.00 | 2,456 | 14.98 | 09-30-2023 |
NEW POTOMAC PARTNERS LLC | COM | 852 | $3,336,865 | 18,830 | 0.00 | 0.00 | 1,726 | 10.09 | 03-31-2024 |
WETHERBY ASSET MANAGEMENT INC | COM | 853 | $2,482,365 | 18,820 | 0.00 | 0.00 | -171 | -0.90 | 06-30-2023 |
METROPOLITAN LIFE INSURANCE CO/NY | COM | 854 | $2,675,929 | 18,789 | 0.00 | 0.00 | -307 | -1.61 | 12-31-2023 |