Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WILLIAMS JONES WEALTH MANAGEMENT LLC | CS | 451 | $16,504,207 | 58,048 | 0.00 | 0.00 | 8,187 | 16.42 | 03-31-2024 |
PACIFIC HEIGHTS ASSET MANAGEMENT LLC | COM | 452 | $16,490,560 | 58,000 | 0.00 | 0.00 | -10,000 | -14.71 | 03-31-2024 |
RMB CAPITAL MANAGEMENT LLC | COM | 453 | $15,496,039 | 57,658 | 0.00 | 0.00 | 384 | 0.67 | 09-30-2023 |
PINNACLE FINANCIAL PARTNERS INC | COM | 454 | $16,353,534 | 57,518 | 0.00 | 0.00 | 201 | 0.35 | 03-31-2024 |