Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OBERMEYER WOOD INVESTMENT COUNSEL LLLP | COM UNIT REP LTD | 251 | $1,125,909 | 30,662 | 0.00 | 0.00 | -436 | -1.40 | 12-31-2023 |
CFM WEALTH PARTNERS LLC | COM UNIT REP LTD | 252 | $1,269,741 | 30,552 | 0.00 | 30,552 | +Inf | 03-31-2024 | |
ANTHRACITE INVESTMENT COMPANY INC | COM UNIT REP LTD | 253 | $1,101,600 | 30,000 | 0.00 | 30,000 | +Inf | 12-31-2023 | |
QUADRANT CAPITAL GROUP LLC | COM UNIT REP LTD | 254 | $1,097,414 | 29,886 | 0.00 | 0.00 | 158 | 0.53 | 12-31-2023 |