Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PETTEE INVESTORS INC | COM | 1 | $235,675 | 6,496 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
E OHMAN J:OR ASSET MANAGEMENT AB | COM | 2 | $52,832 | 800 | 0.00 | 800 | +Inf | 03-31-2020 | |
LENOX WEALTH ADVISORS LLC | COM | 3 | $5,000 | 46 | 0.00 | 0.00 | 10 | 27.78 | 03-31-2022 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | 4 | $1,786 | 25 | 0.00 | 25 | +Inf | 09-30-2019 |