Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WESTFIELD CAPITAL MANAGEMENT CO LP | COM | 901 | $761,258 | 23,330 | 0.00 | 0.01 | 0 | 0.00 | 06-30-2023 |
NORTH STAR INVESTMENT MANAGEMENT CORP | COM | 902 | $907,825 | 23,295 | 0.00 | 23,295 | +Inf | 03-31-2024 | |
NORTH STAR INVESTMENT MANAGEMENT CORP | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 13 | 0.06 | 03-31-2024 |
LAIRD NORTON WETHERBY WEALTH MANAGEMENT LLC | COM | 904 | $899,506 | 23,082 | 0.00 | 0.00 | -1,601 | -6.49 | 03-31-2024 |