Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CRESSET ASSET MANAGEMENT LLC | COM | 501 | $392,772 | 2,280 | 0.00 | 2,280 | +Inf | 03-31-2024 | |
OARSMAN CAPITAL INC | Stock | 502 | $320,378 | 2,278 | 0.00 | 0.00 | 138 | 6.45 | 12-31-2023 |
JOHNSON INVESTMENT COUNSEL INC | CS | Liquidated | $0 | 0 | 0.00 | 2,262 | +Inf | 03-31-2024 | |
PETRUS TRUST COMPANY LTA | COM | 504 | $389,262 | 2,260 | 0.00 | 2,260 | +Inf | 03-31-2024 |