Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HCR WEALTH ADVISORS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -25,760 | -89.28 | 12-31-2023 |
OBERMEYER WOOD INVESTMENT COUNSEL LLLP | COM | 2702 | $243,434 | 3,083 | 0.00 | 0.00 | -80 | -2.53 | 12-31-2023 |
CHESAPEAKE WEALTH MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -6,569 | -68.07 | 12-31-2023 |
MURPHY CAPITAL MANAGEMENT INC | COM | 2704 | $285,000 | 3,079 | 0.04 | 0.03 | 240 | 8.45 | 06-30-2022 |