Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA | COM | 751 | $263,922 | 1,475 | 0.00 | 1,475 | +Inf | 03-31-2023 | |
OSHER VAN DE VOORDE INVESTMENT MANAGEMENT | COM | 752 | $328,624 | 1,472 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
INTEGRATED WEALTH CONCEPTS LLC | Common Stock | 753 | $328,017 | 1,469 | 0.00 | 0.00 | 59 | 4.18 | 03-31-2024 |
DUBUQUE BANK & TRUST CO | COM | 754 | $265,602 | 1,454 | 0.00 | 0.00 | 16 | 1.11 | 09-30-2023 |