Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CITIZENS BUSINESS BANK | UNIT LTD PARTN | 401 | $375,000 | 12,335 | 0.07 | 12,335 | +Inf | 09-30-2015 | |
CRESTWOOD ADVISORS GROUP LLC | Stock | Liquidated | $0 | 0 | 0.00 | 12,325 | +Inf | 12-31-2023 | |
PARKSIDE FINANCIAL BANK & TRUST | UNIT LTD PARTN | 403 | $216,130 | 12,308 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MUTUAL ADVISORS LLC | UNIT LTD PARTN | 404 | $214,320 | 12,205 | 0.00 | 0.00 | -2,281 | -15.75 | 03-31-2024 |