Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONTINUUM ADVISORY LLC | COM | 1551 | $369,212 | 4,325 | 0.00 | 0.00 | -492 | -10.21 | 12-31-2023 |
NACHMAN NORWOOD & PARROTT INC | COM | 1552 | $367,000 | 4,324 | 0.04 | 4,324 | +Inf | 06-30-2021 | |
PEOPLE'S UNITED FINANCIAL INC | COM | 1553 | $336,000 | 4,316 | 0.01 | 0.01 | -4,460 | -50.82 | 03-31-2022 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | COM | 1554 | $367,901 | 4,311 | 0.00 | 0.00 | -46 | -1.06 | 12-31-2023 |