Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PETTEE INVESTORS INC | COM | 1 | $2,852,750 | 25,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
E OHMAN J:OR ASSET MANAGEMENT AB | COM | 2 | $904,576 | 9,314 | 0.00 | 9,314 | +Inf | 09-30-2018 | |
AMERICAN PORTFOLIOS ADVISORS | COM CL V | 3 | $36,906 | 380 | 0.00 | 380 | +Inf | 09-30-2018 | |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -34 | -34.34 | 06-30-2020 |