Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HORIZON FAMILY WEALTH INC | COM | 1651 | $562,720 | 7,309 | 0.00 | 7,309 | +Inf | 03-31-2024 | |
CHIRON CAPITAL MANAGEMENT LLC | COM | 1652 | $449,461 | 7,300 | 0.00 | 0.00 | -4,325 | -37.20 | 12-31-2023 |
HARBOR ADVISORS LLC | COM | 1653 | $561,873 | 7,298 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BLUEPATH CAPITAL MANAGEMENT LLC | COM | 1654 | $560,025 | 7,274 | 0.00 | 0.00 | 830 | 12.88 | 03-31-2024 |