Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KINGS POINT CAPITAL MANAGEMENT | COM | 1801 | $481,000 | 748 | 0.04 | 748 | +Inf | 12-31-2021 | |
QUEST CAPITAL MANAGEMENT INC /ADV | COM | 1802 | $479,000 | 744 | 0.08 | 0.10 | -185 | -19.91 | 12-31-2021 |
BERKSHIRE BANK | COM | 1803 | $481,650 | 741 | 0.00 | 0.00 | 147 | 24.75 | 03-31-2024 |
RIVERWATER PARTNERS LLC | COM | 1804 | $377,585 | 739 | 0.00 | 0.00 | -2 | -0.27 | 09-30-2023 |