Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BESSEMER GROUP INC | SC | 1101 | $125,000 | 1,552 | 0.00 | 0.00 | -409 | -20.86 | 03-31-2023 |
YHB INVESTMENT ADVISORS INC | Stock | 1102 | $150,518 | 1,537 | 0.00 | 1,537 | +Inf | 03-31-2024 | |
GAMMA INVESTING LLC | Common Stock | 1103 | $150,420 | 1,536 | 0.00 | 0.00 | -272 | -15.04 | 03-31-2024 |
RED CEDAR CAPITAL LLC | Com | 1104 | $115,000 | 1,528 | 0.07 | 0.08 | 0 | 0.00 | 12-31-2022 |