Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
E OHMAN J:OR ASSET MANAGEMENT AB | COM | 1 | $3,333,753 | 52,327 | 0.00 | 52,327 | +Inf | 03-31-2018 | |
BEACON FINANCIAL GROUP | COM | Liquidated | $0 | 0 | 0.27 | 0.25 | -1,920 | -7.25 | 12-31-2023 |
SNOWDEN CAPITAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 17,934 | +Inf | 03-31-2020 | |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -5,046 | -29.76 | 06-30-2020 |