Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NVEST FINANCIAL LLC | COM | 4051 | $1,089,346 | 1,206 | 0.00 | 0.00 | 323 | 36.58 | 03-31-2024 |
ART ADVISORS LLC | COM | 4052 | $249,000 | 1,204 | 13.87 | 1,204 | +Inf | 09-30-2021 | |
COORDINATED FINANCIAL SERVICES INC/CO | COM | 4053 | $1,086,130 | 1,202 | 0.00 | 1,202 | +Inf | 03-31-2024 | |
SHEARWATER CAPITAL LLC | COM | 4054 | $1,086,079 | 1,202 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |