Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PLATFORM TECHNOLOGY PARTNERS | COM | 1801 | $232,360 | 1,558 | 0.00 | 1,558 | +Inf | 12-31-2023 | |
SC&H FINANCIAL ADVISORS INC | COM | 1802 | $249,210 | 1,542 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CHILDRESS CAPITAL ADVISORS LLC | COM | 1803 | $249,187 | 1,542 | 0.00 | 0.00 | 82 | 5.62 | 03-31-2024 |
KLINGENSTEIN FIELDS & CO LP | COM | Liquidated | $0 | 0 | 0.00 | 1,540 | +Inf | 03-31-2024 |