Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLUESTEIN R H & CO LLC | COM | 751 | $5,704,000 | 194,493 | 0.35 | 0.41 | 24,996 | 14.75 | 09-30-2022 |
WEALTH ADVISORS OF TAMPA BAY LLC | CL A | 752 | $8,573,948 | 193,368 | 0.00 | 1.88 | 40,696 | 26.66 | 09-30-2023 |
AZIMUTH CAPITAL MANAGEMENT LLC | COM | 753 | $9,049,000 | 193,275 | 0.39 | 0.42 | -11,920 | -5.81 | 03-31-2022 |
GRIMES & COMPANY INC | CL A | 754 | $8,375,038 | 193,196 | 0.00 | 0.00 | 3,512 | 1.85 | 03-31-2024 |