Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ESCHLER ASSET MANAGEMENT LLP | COM | 1151 | $376,741 | 977 | 0.00 | 977 | +Inf | 09-30-2023 | |
ASSET DEDICATION LLC | Equities | 1152 | $379,000 | 972 | 0.03 | 0.00 | 957 | 6380.00 | 03-31-2024 |
BERMAN CAPITAL ADVISORS LLC | Stock | 1153 | $391,000 | 970 | 0.06 | 0.03 | 444 | 84.41 | 09-30-2021 |
CHECCHI CAPITAL ADVISERS LLC | COM | 1154 | $378,149 | 968 | 0.00 | 0.00 | 67 | 7.44 | 03-31-2024 |