Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JOHNSON INVESTMENT COUNSEL INC | CS | 251 | $5,603,517 | 20,681 | 0.00 | 0.00 | -1,651 | -7.39 | 03-31-2024 |
PICTET ASSET MANAGEMENT LTD | COM | 252 | $7,496,000 | 20,265 | 0.01 | 0.00 | 16,565 | 447.70 | 06-30-2021 |
GABELLI FUNDS LLC | EQUITY | 253 | $4,076,764 | 20,200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
NEWEDGE WEALTH LLC | COM | 254 | $4,626,076 | 20,123 | 0.00 | 0.00 | 3,228 | 19.11 | 03-31-2024 |