Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHILTON CAPITAL MANAGEMENT LLC | CL A | 1401 | $232,282 | 3,010 | 0.00 | 0.01 | -90 | -2.90 | 03-31-2024 |
NICHOLS & PRATT ADVISERS LLP /MA | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,000 | -40.00 | 03-31-2024 |
CRA FINANCIAL SERVICES LLC | CL A | 1403 | $231,201 | 2,996 | 0.00 | 2,996 | +Inf | 03-31-2024 | |
LEEWARD FINANCIAL PARTNERS LLC | CL A | 1404 | $231,124 | 2,995 | 0.00 | 0.00 | -1,372 | -31.42 | 03-31-2024 |