Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BROWN BROTHERS HARRIMAN & CO | Common Stock | 1351 | $82,795 | 569 | 0.00 | 0.00 | -38 | -6.26 | 03-31-2024 |
TIMESCALE FINANCIAL INC | COM | 1352 | $65,964 | 549 | 0.00 | 549 | +Inf | 06-30-2023 | |
LOOMIS SAYLES & CO L P | COMMON | 1353 | $75,000 | 541 | 0.00 | 0.00 | -132 | -19.61 | 12-31-2023 |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 193 | 56.10 | 03-31-2024 |