Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL COUNCIL ASSET MANAGEMENT INC | COM | 1301 | $248,591 | 543 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
6 MERIDIAN | COM | 1302 | $245,000 | 528 | 0.02 | 0.02 | 3 | 0.57 | 12-31-2021 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | COM | 1303 | $205,000 | 527 | 0.01 | 0.02 | -83 | -13.61 | 09-30-2021 |
EVERGREEN CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 10 | 1.94 | 03-31-2024 |