Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GRYPHON FINANCIAL PARTNERS LLC | COM | 1051 | $639,490 | 220 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AMERICAN PORTFOLIOS ADVISORS | COM | 1052 | $327,602 | 218 | 0.00 | 218 | +Inf | 09-30-2022 | |
FIDUCIARY TRUST CO | COM | 1053 | $328,000 | 218 | 0.01 | 0.01 | -65 | -22.97 | 09-30-2022 |
ADVISORY RESEARCH INC | COM | Liquidated | $0 | 0 | 0.00 | 216 | +Inf | 12-31-2023 |