Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RAYMOND JAMES TRUST NA | COMMON STOCK | 901 | $4,533,232 | 48,236 | 0.00 | 0.00 | -1,032 | -2.09 | 03-31-2024 |
VALEO FINANCIAL ADVISORS LLC | Stock | 902 | $4,491,908 | 47,796 | 0.00 | 0.00 | -390 | -0.81 | 03-31-2024 |
PERMANENS CAPITAL LP | CL B | 903 | $4,500,475 | 47,709 | 0.00 | 47,709 | +Inf | 03-31-2024 | |
TRUST CO OF TOLEDO NA /OH/ | Com | 904 | $4,477,677 | 47,645 | 0.00 | 0.00 | 1,180 | 2.54 | 03-31-2024 |