Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
METROPOLITAN LIFE INSURANCE CO/NY | COM | Liquidated | $0 | 0 | 0.00 | 2,340 | +Inf | 12-31-2023 | |
STRATEGIC ADVOCATES LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 214 | 10.12 | 03-31-2024 |
FULTON BREAKEFIELD BROENNIMAN LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -63 | -2.64 | 03-31-2024 |
EVERCORE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -270 | -10.49 | 12-31-2023 |