Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
APELLA CAPITAL LLC | COM | 2501 | $321,227 | 6,225 | 0.00 | 0.00 | -645 | -9.39 | 03-31-2024 |
WEALTHQUEST CORP | COM | 2502 | $361,124 | 6,222 | 0.00 | 6,222 | +Inf | 09-30-2023 | |
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 2503 | $337,365 | 6,221 | 0.00 | 0.00 | -5,390 | -46.42 | 03-31-2024 |
HILTON CAPITAL MANAGEMENT LLC | Common Stocks | 2504 | $319,148 | 6,220 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |