Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COVESTOR LTD | COMMON | 951 | $118,000 | 689 | 0.07 | 0.06 | 93 | 15.60 | 03-31-2024 |
YHB INVESTMENT ADVISORS INC | Stock | 952 | $116,006 | 675 | 0.00 | 675 | +Inf | 03-31-2024 | |
SMITHFIELD TRUST CO | COM | 953 | $111,000 | 646 | 0.01 | 0.01 | 32 | 5.21 | 03-31-2024 |
VOISARD ASSET MANAGEMENT GROUP INC | COM | 954 | $109,132 | 635 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |