Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHICAGO TRUST CO NA | COM | 1301 | $6,196,240 | 46,959 | 0.00 | 0.00 | 1,489 | 3.27 | 03-31-2024 |
AVITAS WEALTH MANAGEMENT LLC | COM | 1302 | $6,194,789 | 46,948 | 0.00 | 0.00 | 556 | 1.20 | 03-31-2024 |
DUALITY ADVISERS LP | COM | Liquidated | $0 | 0 | 0.00 | 46,922 | +Inf | 12-31-2023 | |
RAAB & MOSKOWITZ ASSET MANAGEMENT LLC | COM | 1304 | $5,101,715 | 46,796 | 0.00 | 0.00 | 171 | 0.37 | 12-31-2023 |