Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST REPUBLIC INVESTMENT MANAGEMENT INC | COM | 601 | $221,526 | 7,571 | 0.00 | 0.00 | -2,310 | -23.38 | 06-30-2023 |
CRESSET ASSET MANAGEMENT LLC | COM | 602 | $218,571 | 7,470 | 0.00 | 7,470 | +Inf | 06-30-2023 | |
CONCORDE ASSET MANAGEMENT LLC | COM | 603 | $216,524 | 7,400 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
BUTTONWOOD FINANCIAL ADVISORS INC | COM | 604 | $266,792 | 7,386 | 0.00 | 0.00 | -1,458 | -16.49 | 03-31-2024 |