Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $18,940 | 246 | 0.00 | 0.00 | -466 | -65.45 | 03-31-2024 |
TRUST CO OF VERMONT | Com | 2302 | $18,863 | 245 | 0.00 | 245 | +Inf | 03-31-2024 | |
OSTERWEIS CAPITAL MANAGEMENT INC | COM | 2303 | $18,324 | 238 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CYPRESS CAPITAL MANAGEMENT LLC (WY) | COM | 2304 | $18,093 | 235 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |