Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEPHENSON & COMPANY INC | CL B NEW | 951 | $21,459,136 | 51,030 | 0.02 | 0.01 | 3,318 | 6.95 | 03-31-2024 |
GHP INVESTMENT ADVISORS INC | CL B NEW | 952 | $15,711,649 | 50,885 | 0.00 | 1.02 | 1,093 | 2.20 | 03-31-2023 |
DUPREE FINANCIAL GROUP LLC | CL B NEW | 953 | $21,365,637 | 50,808 | 0.01 | 0.01 | 12,532 | 32.74 | 03-31-2024 |
PIONEER TRUST BANK N A/OR | Com | 954 | $17,730,435 | 50,615 | 0.01 | 0.01 | -6,415 | -11.25 | 09-30-2023 |