Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHECCHI CAPITAL ADVISERS LLC | SHS | 951 | $430,459 | 6,590 | 0.00 | 0.00 | 19 | 0.29 | 03-31-2024 |
HM PAYSON & CO | SHS | 952 | $349,717 | 6,572 | 0.00 | 0.00 | 1,667 | 33.99 | 09-30-2023 |
MERIDIAN INVESTMENT COUNSEL INC | SHS | 953 | $378,061 | 6,559 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
AUXIER ASSET MANAGEMENT | FOR | 954 | $374,602 | 6,499 | 0.00 | 6,499 | +Inf | 12-31-2023 |