Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRICE MICHAEL F | CAP STK CL A | 3851 | $18,078,000 | 6,500 | 2.14 | 1.95 | 200 | 3.17 | 03-31-2022 |
HIGHTOWER TRUST COMPANY NA | CAP STK CL A | 3852 | $589,005 | 6,499 | 0.00 | 0.05 | 2,138 | 49.03 | 03-31-2023 |
PLATTE RIVER WEALTH ADVISORS LLC | CAP STK CL A | 3853 | $979,083 | 6,487 | 0.00 | 0.00 | -131 | -1.98 | 03-31-2024 |
ROOTED WEALTH ADVISORS INC | CAP STK CL A | 3854 | $1,002,000 | 6,481 | 0.49 | 0.52 | -354 | -5.18 | 03-31-2024 |