Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HC FINANCIAL ADVISORS INC | COM | 1751 | $1,853,000 | 4,067 | 1.10 | 1.12 | 510 | 14.34 | 03-31-2022 |
FIRST BUSINESS FINANCIAL SERVICES INC | Common | 1752 | $1,983,343 | 4,056 | 0.00 | 0.17 | 326 | 8.74 | 06-30-2023 |
BERMAN CAPITAL ADVISORS LLC | Stock | 1753 | $2,319,000 | 4,033 | 0.36 | 0.30 | 764 | 23.37 | 09-30-2021 |
MAVERICK CAPITAL LTD | COM | 1754 | $2,053,367 | 4,027 | 0.00 | 0.00 | 1,909 | 90.13 | 09-30-2023 |