Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARTLETT & CO LLC | COM | 3201 | $145,000 | 295 | 0.00 | 0.00 | 25 | 9.26 | 12-31-2023 |
KARLINSKI ANDREW C | Common Stock | 3202 | $69,000 | 294 | 0.10 | 0.07 | 0 | 0.00 | 09-30-2022 |
RIVERVIEW TRUST CO | Com | Liquidated | $178,555 | 294 | 0.00 | 0.00 | 294 | +Inf | 03-31-2024 |
HAZLETT BURT & WATSON INC | COM | 3204 | $176,000 | 290 | 0.11 | 0.08 | 45 | 18.37 | 03-31-2024 |