Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VALMARK ADVISERS INC | COM | 951 | $2,539,701 | 41,249 | 0.00 | 0.02 | 7,653 | 22.78 | 12-31-2023 |
BRADLEY FOSTER & SARGENT INC/CT | com | 952 | $3,173,605 | 41,221 | 0.00 | 0.00 | -373 | -0.90 | 03-31-2024 |
RIVERPARK ADVISORS LLC | COM | 953 | $3,137,727 | 40,755 | 0.00 | 0.00 | -13,578 | -24.99 | 03-31-2024 |
AVENIR MANAGEMENT COMPANY LLC | COM | 954 | $1,868,344 | 40,625 | 0.00 | 4.71 | 0 | 0.00 | 09-30-2023 |