Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CVA FAMILY OFFICE LLC | COM | 1651 | $143,884 | 1,887 | 0.00 | 1,887 | +Inf | 12-31-2023 | |
LANDSBERG BENNETT & DUBBANEH LLC | COM | 1652 | $208,000 | 1,854 | 0.03 | 1,854 | +Inf | 09-30-2021 | |
CLOSE ASSET MANAGEMENT LTD | COM | 1653 | $139,000 | 1,822 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
ACCORDANT ADVISORY GROUP INC | COM | 1654 | $173,537 | 1,816 | 0.00 | 1,816 | +Inf | 03-31-2024 |