Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
YHB INVESTMENT ADVISORS INC | Stock | 2001 | $32,563 | 385 | 0.00 | 385 | +Inf | 03-31-2024 | |
TIDEMARK LLC | Common Stock | 2002 | $31,802 | 376 | 0.00 | 376 | +Inf | 03-31-2024 | |
SAFEGUARD FINANCIAL LLC | Stock | Liquidated | $0 | 0 | 0.01 | 354 | +Inf | 12-31-2023 | |
ENTERPRISE TRUST & INVESTMENT CO | CL A | 2004 | $57,000 | 350 | 0.02 | 0.03 | 0 | 0.00 | 12-31-2021 |