Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RIVERVIEW TRUST CO | Com | 3551 | $56,576 | 602 | 0.00 | 602 | +Inf | 03-31-2024 | |
WEST FINANCIAL ADVISORS LLC | CL B | 3552 | $56,388 | 600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CARMICHAEL HILL & ASSOCIATES INC | CALL | 3553 | $56,388 | 600 | 0.00 | 0.00 | 100 | 20.00 | 03-31-2024 |
RED TORTOISE LLC | Stock | 3554 | $56,012 | 596 | 0.00 | 0.00 | 94 | 18.73 | 03-31-2024 |