Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FAMILY CAPITAL TRUST CO | COMMON STOCK | 1101 | $2,003,601 | 30,030 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
KJ HARRISON & PARTNERS INC | COM | 1102 | $2,010,906 | 30,018 | 0.00 | 30,018 | +Inf | 03-31-2024 | |
HICKORY LANE CAPITAL MANAGEMENT LP | COM | 1103 | $2,278,200 | 30,000 | 0.00 | 30,000 | +Inf | 03-31-2023 | |
MISSION WEALTH MANAGEMENT LP | COM | 1104 | $2,005,765 | 29,941 | 0.00 | 0.00 | 21,077 | 237.78 | 03-31-2024 |