Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CRESSET ASSET MANAGEMENT LLC | COM | 451 | $34,823,566 | 69,012 | 0.00 | 0.00 | 7,931 | 12.98 | 03-31-2024 |
BREWIN DOLPHIN LTD | COM | 452 | $25,149,000 | 68,702 | 1.21 | 68,702 | +Inf | 06-30-2022 | |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | Stock | 453 | $34,493,951 | 68,359 | 0.00 | 0.00 | 522 | 0.77 | 03-31-2024 |
ALPHA CUBED INVESTMENTS LLC | COM | 454 | $34,562,807 | 67,784 | 0.00 | 0.00 | 20,672 | 43.88 | 09-30-2023 |