Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BESSEMER GROUP INC | SC | 951 | $95,000 | 847 | 0.00 | 0.00 | -525 | -38.27 | 03-31-2023 |
BERMAN CAPITAL ADVISORS LLC | Stock | 952 | $95,000 | 837 | 0.01 | 0.01 | 407 | 94.65 | 09-30-2021 |
SENTRY INVESTMENT MANAGEMENT LLC | Common | 953 | $102,000 | 823 | 0.04 | 0.04 | 0 | 0.00 | 03-31-2024 |
PARALLEL ADVISORS LLC | Stock | 954 | $95,487 | 769 | 0.00 | 0.00 | -46 | -5.64 | 03-31-2024 |