Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SNOWDEN CAPITAL ADVISORS LLC | COM | 1 | $5,014,000 | 20,000 | 0.00 | 20,000 | +Inf | 06-30-2019 | |
E OHMAN J:OR ASSET MANAGEMENT AB | COM | 2 | $1,389,951 | 12,029 | 0.00 | 12,029 | +Inf | 03-31-2018 | |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
AMERICAN PORTFOLIOS ADVISORS | COM | 4 | $2,486 | 29 | 0.00 | 29 | +Inf | 12-31-2019 |