Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IEQ CAPITAL LLC | COM | 601 | $772,657 | 9,543 | 0.00 | 9,543 | +Inf | 12-31-2023 | |
KOSS-OLINGER CONSULTING LLC | COM | 602 | $765,000 | 9,447 | 0.00 | 9,447 | +Inf | 12-31-2023 | |
PEOPLE'S UNITED FINANCIAL INC | COM | 603 | $1,238,000 | 9,421 | 0.04 | 0.02 | 4,067 | 75.96 | 03-31-2022 |
LOUDON INVESTMENT MANAGEMENT LLC | COM | 604 | $804,608 | 9,357 | 0.00 | 0.00 | 3,161 | 51.02 | 03-31-2024 |