Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARY STREET PARTNERS ASSET MANAGEMENT LLC | Stock | 1651 | $5,143,226 | 36,495 | 0.00 | 0.00 | -1,717 | -4.49 | 12-31-2023 |
HOWLAND CAPITAL MANAGEMENT LLC | CAP STK CL C | 1652 | $5,131,966 | 36,415 | 0.00 | 0.00 | 85 | 0.23 | 12-31-2023 |
COTTAGE STREET ADVISORS LLC | CAP STK CL C | 1653 | $5,071,287 | 36,282 | 0.00 | 0.00 | -3,910 | -9.73 | 12-31-2023 |
CLAYTON PARTNERS LLC | CAP STK CL C | 1654 | $5,108,572 | 36,249 | 0.00 | 0.00 | -1 | -0.00 | 12-31-2023 |