Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTH AMERICAN MANAGEMENT CORP | COM | 1751 | $1,159,205 | 2,540 | 0.00 | 2,540 | +Inf | 03-31-2021 | |
PARK PLACE CAPITAL CORP | Stock | 1752 | $1,470,461 | 2,530 | 0.00 | 0.00 | 311 | 14.02 | 03-31-2024 |
CLARIUS GROUP LLC | COM | 1753 | $1,468,718 | 2,527 | 0.00 | 0.00 | -453 | -15.20 | 03-31-2024 |
NVEST FINANCIAL LLC | COM | 1754 | $1,459,462 | 2,511 | 0.00 | 0.00 | 64 | 2.62 | 03-31-2024 |