Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ST LOUIS TRUST CO | COM | 5801 | $780,283 | 2,075 | 0.00 | 2,075 | +Inf | 12-31-2023 | |
WELCH CAPITAL PARTNERS LLC/NY | COM | 5802 | $873,000 | 2,075 | 0.22 | 0.21 | 0 | 0.00 | 03-31-2024 |
ARDENT CAPITAL MANAGEMENT INC | COM | 5803 | $779,531 | 2,073 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
TPG FINANCIAL ADVISORS LLC | COM | 5804 | $654,234 | 2,072 | 0.00 | 0.00 | 537 | 34.98 | 09-30-2023 |