Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WINSLOW ASSET MANAGEMENT INC | COM | 3051 | $299,000 | 1,699 | 0.06 | 0.09 | 0 | 0.00 | 03-31-2024 |
PRUDENT MAN ADVISORS LLC | COM | 3052 | $298,316 | 1,697 | 0.00 | 0.00 | -7 | -0.41 | 03-31-2024 |
CHICAGO TRUST CO NA | COM | 3053 | $298,139 | 1,696 | 0.00 | 0.00 | -897 | -34.59 | 03-31-2024 |
MERITAS WEALTH MANAGEMENT LLC | COM | 3054 | $297,964 | 1,695 | 0.00 | 0.00 | 570 | 50.67 | 03-31-2024 |