Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HOWLAND CAPITAL MANAGEMENT LLC | COM | Liquidated | $347,616 | 5,100 | 0.00 | 0.00 | 5,100 | +Inf | 03-31-2024 |
SEI INVESTMENTS CO | COM | 102 | $345,435 | 5,068 | 0.00 | 0.00 | 1,300 | 34.50 | 03-31-2024 |
S&CO INC | COM | 103 | $309,000 | 4,548 | 0.02 | 0.02 | 0 | 0.00 | 03-31-2024 |
ATOM INVESTORS LP | COM | Liquidated | $0 | 0 | 0.00 | 4,452 | +Inf | 03-31-2024 |