Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIDUCIARY GROUP LLC | UNIT LTD PARTN | 251 | $237,845 | 7,665 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BECK MACK & OLIVER LLC | COM | 252 | $237,628 | 7,658 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
B RILEY WEALTH MANAGEMENT INC | UNIT LTD PARTN | 253 | $315,000 | 7,566 | 0.00 | 0.02 | 1,444 | 23.59 | 06-30-2022 |
COMMERCE BANK | UNIT LTD PARTN | Liquidated | $0 | 0 | 0.00 | 0.00 | -184 | -2.39 | 12-31-2023 |