Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FARR MILLER & WASHINGTON LLC/DC | COM | 1751 | $1,348,000 | 25,688 | 0.09 | 0.09 | -1,075 | -4.02 | 09-30-2021 |
KARPAS STRATEGIES LLC | Stock | 1752 | $1,569,169 | 25,648 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST FOUNDATION ADVISORS | COM | 1753 | $1,433,211 | 25,602 | 0.00 | 0.00 | -6,254 | -19.63 | 09-30-2023 |
BELPOINTE ASSET MANAGEMENT LLC | COM | 1754 | $1,565,765 | 25,592 | 0.00 | 0.00 | 168 | 0.66 | 03-31-2024 |