Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UNITED CAPITAL FINANCIAL ADVISORS LLC | COMMON STOCK | 651 | $305,140 | 863 | 0.00 | 863 | +Inf | 12-31-2023 | |
IEQ CAPITAL LLC | COM | 652 | $304,010 | 860 | 0.00 | 0.00 | 132 | 18.13 | 12-31-2023 |
FIRST MIDWEST BANK TRUST DIVISION | COM | 653 | $233,000 | 852 | 0.03 | 0.03 | 0 | 0.00 | 12-31-2021 |
KLINGENSTEIN FIELDS & CO LP | COM | 654 | $337,875 | 850 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |