Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERCORE WEALTH MANAGEMENT LLC | COM | 901 | $461,880 | 2,142 | 0.00 | 0.00 | -8 | -0.37 | 03-31-2024 |
ECHO STREET CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.01 | 2,141 | +Inf | 12-31-2023 | |
BURNEY CO/ | COM | 903 | $554,027 | 2,141 | 0.00 | 0.00 | 660 | 44.56 | 12-31-2023 |
AUXANO ADVISORS LLC | COM | 904 | $568,000 | 2,128 | 0.26 | 0.14 | 723 | 51.46 | 09-30-2022 |