Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BIRCH HILL INVESTMENT ADVISORS LLC | COM | 1801 | $243,496 | 3,480 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HOBART PRIVATE CAPITAL LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 3,461 | +Inf | 12-31-2021 |
BEACON INVESTMENT ADVISORY SERVICES INC | COM | Liquidated | $0 | 0 | 0.00 | 3,458 | +Inf | 03-31-2024 | |
MTM INVESTMENT MANAGEMENT LLC | COM | 1804 | $241,810 | 3,456 | 0.00 | 0.00 | 10 | 0.29 | 03-31-2024 |