Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WELCH GROUP LLC | Common | Liquidated | $0 | 0 | 0.00 | 0.00 | 27,616 | 8.18 | 03-31-2024 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | 252 | $53,116,221 | 364,159 | 0.00 | 0.00 | 12,253 | 3.48 | 12-31-2023 |
BARTLETT & CO LLC | COM | 253 | $53,116,000 | 364,159 | 0.86 | 0.77 | -21,417 | -5.55 | 12-31-2023 |
DEARBORN PARTNERS LLC | COM | 254 | $51,444,945 | 355,700 | 0.00 | 0.00 | -5,358 | -1.48 | 12-31-2023 |