Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BEECH HILL ADVISORS INC | COM | 1901 | $2,933,829 | 18,082 | 0.00 | 0.00 | 5 | 0.03 | 03-31-2024 |
ADVISORS CAPITAL MANAGEMENT LLC | COM | 1902 | $2,637,000 | 18,082 | 0.07 | 0.07 | 92 | 0.51 | 09-30-2023 |
CHICAGO TRUST CO NA | COM | 1903 | $2,933,641 | 18,081 | 0.00 | 0.00 | -708 | -3.77 | 03-31-2024 |
GRAVES LIGHT LENHART WEALTH INC | Stock | 1904 | $2,649,492 | 18,080 | 0.00 | 0.00 | -17 | -0.09 | 12-31-2023 |