Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HIGHTOWER TRUST COMPANY NA | COM | 701 | $6,815,768 | 68,583 | 0.00 | 0.63 | 234 | 0.34 | 03-31-2023 |
TIAA TRUST NATIONAL ASSOCIATION | Common / Ordinary Stock | 702 | $6,582,062 | 68,556 | 0.00 | 0.00 | 7,973 | 13.16 | 12-31-2023 |
NORMAN FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC | COM | 703 | $6,263,000 | 68,534 | 2.33 | 2.86 | -3,731 | -5.16 | 03-31-2024 |
MARIETTA WEALTH MANAGEMENT LLC | COM | 704 | $6,224,868 | 68,113 | 0.00 | 0.00 | 5,434 | 8.67 | 03-31-2024 |