Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMUNDI ASSET MANAGEMENT US INC | COM | 1 | $10,719,000 | 153,070 | 0.01 | 153,070 | +Inf | 03-31-2021 | |
PARTNERS CAPITAL INVESTMENT GROUP LLP | COM | 2 | $3,053,290 | 101,607 | 0.00 | 101,607 | +Inf | 06-30-2023 | |
GRACE CAPITAL | COM | 3 | $831,000 | 11,588 | 0.49 | 0.52 | 0 | 0.00 | 12-31-2021 |
LENOX WEALTH ADVISORS LLC | COM | 4 | $148,000 | 1,976 | 0.02 | 0.02 | 21 | 1.07 | 03-31-2022 |