Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GRYPHON FINANCIAL PARTNERS LLC | COM | 1451 | $489,511 | 2,021 | 0.00 | 2,021 | +Inf | 03-31-2024 | |
RATHBONES GROUP PLC | COM | 1452 | $605,050 | 2,020 | 0.00 | 0.00 | 300 | 17.44 | 06-30-2023 |
BRUDERMAN ASSET MANAGEMENT LLC | COM | 1453 | $485,000 | 2,017 | 0.87 | 0.77 | -72 | -3.45 | 06-30-2022 |
LAKE STREET ADVISORS GROUP LLC | COM | 1454 | $491,922 | 2,016 | 0.00 | 2,016 | +Inf | 03-31-2024 |