Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VIGILANT CAPITAL MANAGEMENT LLC | COMMON STOCK | 801 | $216,000 | 1,450 | 0.02 | 0.02 | 0 | 0.00 | 06-30-2023 |
RW INVESTMENT MANAGEMENT LLC | COM | 802 | $201,298 | 1,423 | 0.00 | 1,423 | +Inf | 12-31-2022 | |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $167,123 | 1,397 | 0.00 | 0.00 | -323 | -18.78 | 03-31-2024 |
NORTHCOAST ASSET MANAGEMENT LLC | COMMON | 804 | $291,000 | 1,336 | 0.01 | 0.01 | 24 | 1.83 | 06-30-2021 |