Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 173,728 | 48.29 | 12-31-2021 |
EXCHANGE CAPITAL MANAGEMENT INC | COM | 2 | $4,239,103 | 43,465 | 0.00 | 43,465 | +Inf | 03-31-2024 | |
AMERICAN PORTFOLIOS ADVISORS | COM | 3 | $3,180,363 | 33,715 | 0.00 | 0.00 | 17,280 | 105.14 | 03-31-2020 |
HUDSON CANYON CAPITAL MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 17,250 | +Inf | 12-31-2023 |