Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STATE OF WISCONSIN INVESTMENT BOARD | COM | Liquidated | $0 | 0 | 0.00 | 8,596 | +Inf | 03-31-2024 | |
MORNINGSTAR INVESTMENT SERVICES LLC | COM | 152 | $305,000 | 8,331 | 0.00 | 8,331 | +Inf | 03-31-2024 | |
ATLAS PRIVATE WEALTH MANAGEMENT | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST FOUNDATION ADVISORS | COM | 154 | $256,240 | 8,000 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |