Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTH STAR INVESTMENT MANAGEMENT CORP | COM | 901 | $208,200 | 10,000 | 0.00 | 10,000 | +Inf | 03-31-2024 | |
STERLING INVESTMENT COUNSEL LLC | COM | 902 | $207,942 | 9,978 | 0.00 | 0.00 | -7,652 | -43.40 | 06-30-2024 |
GRIMES & COMPANY INC | COM | 903 | $206,260 | 9,897 | 0.00 | 9,897 | +Inf | 06-30-2024 | |
MOLONEY SECURITIES ASSET MANAGEMENT LLC | COM | 904 | $204,670 | 9,821 | 0.00 | 9,821 | +Inf | 06-30-2024 |