Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FWL INVESTMENT MANAGEMENT LLC | COM | 1901 | $53,300 | 475 | 0.00 | 475 | +Inf | 09-30-2023 | |
LOOMIS SAYLES & CO L P | COMMON | 1902 | $62,000 | 474 | 0.00 | 0.00 | -88 | -15.66 | 03-31-2024 |
GHP INVESTMENT ADVISORS INC | COM | 1903 | $58,642 | 470 | 0.00 | 0.00 | 105 | 28.77 | 03-31-2023 |
HANSON & DOREMUS INVESTMENT MANAGEMENT | REIT | 1904 | $60,000 | 458 | 0.01 | 0.00 | 407 | 798.04 | 03-31-2024 |