Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERCORE WEALTH MANAGEMENT LLC | COM | 501 | $1,583,370 | 8,936 | 0.00 | 0.00 | -195 | -2.14 | 03-31-2024 |
ANDRA AP-FONDEN | COM | 502 | $1,576,991 | 8,900 | 0.00 | 8,900 | +Inf | 03-31-2024 | |
NACHMAN NORWOOD & PARROTT INC | COM | 503 | $1,340,000 | 8,895 | 0.14 | 0.13 | 79 | 0.90 | 06-30-2021 |
TILIA FIDUCIARY PARTNERS INC | Stock | 504 | $1,575,290 | 8,890 | 0.00 | 0.00 | 695 | 8.48 | 03-31-2024 |