Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA | SHS | 1751 | $742,107 | 9,205 | 0.00 | 9,205 | +Inf | 03-31-2023 | |
BIGSUR WEALTH MANAGEMENT LLC | SHS | 1752 | $764,244 | 9,200 | 0.00 | 0.00 | -1,800 | -16.36 | 12-31-2023 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | 1753 | $808,040 | 9,199 | 0.00 | 0.00 | -2,601 | -22.04 | 03-31-2024 |
OLD DOMINION CAPITAL MANAGEMENT INC | Stock | 1754 | $1,152,000 | 9,189 | 0.25 | 0.24 | 128 | 1.41 | 09-30-2021 |