Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TIEDEMANN ADVISORS LLC | COM | 1951 | $1,202,139 | 1,445 | 0.00 | 0.00 | -3 | -0.21 | 09-30-2023 |
KANAWHA CAPITAL MANAGEMENT LLC | COM | 1952 | $1,909,916 | 1,441 | 0.00 | 1,441 | +Inf | 03-31-2024 | |
KORE PRIVATE WEALTH LLC | COM | 1953 | $905,000 | 1,437 | 0.11 | 0.13 | -1,144 | -44.32 | 03-31-2022 |
PRINCETON CAPITAL MANAGEMENT LLC | COM | 1954 | $1,594,005 | 1,428 | 0.00 | 0.00 | 90 | 6.73 | 12-31-2023 |