Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JFS WEALTH ADVISORS LLC | SHS | 1801 | $551,926 | 1,765 | 0.00 | 0.00 | -36 | -2.00 | 03-31-2024 |
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | SHS | 1802 | $551,568 | 1,764 | 0.00 | 0.00 | 677 | 62.28 | 03-31-2024 |
RESONANT CAPITAL ADVISORS LLC | SHS | 1803 | $550,004 | 1,759 | 0.00 | 0.00 | 85 | 5.08 | 03-31-2024 |
NORTH STAR ASSET MANAGEMENT INC | COM | 1804 | $549,066 | 1,756 | 0.00 | 0.00 | -35 | -1.95 | 03-31-2024 |