Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HOOVER FINANCIAL ADVISORS INC | COM | 1001 | $199,000 | 7,118 | 0.04 | 0.04 | 0 | 0.00 | 06-30-2021 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | Ordinary Share | 1002 | $195,000 | 7,075 | 0.03 | 0.00 | 7,048 | 26103.70 | 03-31-2024 |
BESSEMER GROUP INC | SC | 1003 | $171,000 | 6,155 | 0.00 | 0.00 | -2,657 | -30.15 | 03-31-2023 |
UNITED COMMUNITY BANK | COMMON STOCK | 1004 | $167,768 | 6,094 | 0.00 | 0.00 | 10 | 0.16 | 03-31-2024 |