Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PEOPLE'S UNITED FINANCIAL INC | COM | 951 | $2,808,000 | 6,758 | 0.08 | 0.06 | -1,163 | -14.68 | 03-31-2022 |
CUMBERLAND PARTNERS LTD | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -83 | -1.22 | 03-31-2024 |
KINNERET ADVISORY LLC | COM | 953 | $2,777,059 | 6,737 | 0.00 | 0.00 | -64 | -0.94 | 03-31-2024 |
EMBREE FINANCIAL GROUP | COM | 954 | $2,737,061 | 6,664 | 0.00 | 0.00 | 19 | 0.29 | 03-31-2024 |