Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VERITAS INVESTMENT PARTNERS (UK) LTD | COM | 2351 | $334,129 | 825 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
MERCER CAPITAL ADVISERS INC | COM | 2352 | $276,000 | 825 | 0.15 | 0.16 | -100 | -10.81 | 09-30-2021 |
BOSTON FAMILY OFFICE LLC | COM | 2353 | $339,000 | 825 | 0.02 | 0.02 | 0 | 0.00 | 03-31-2024 |
XML FINANCIAL LLC | COM | 2354 | $337,707 | 822 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |