Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST MANHATTAN CO LLC | COM | 1001 | $30,630 | 1,500 | 0.00 | 0.00 | -200 | -11.76 | 12-31-2023 |
3CHOPT INVESTMENT PARTNERS LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 1,143 | +Inf | 12-31-2023 | |
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 1003 | $25,332 | 1,114 | 0.00 | 0.00 | 207 | 22.82 | 03-31-2024 |
VENTURI WEALTH MANAGEMENT LLC | COM | 1004 | $24,290 | 1,068 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |