Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SLOCUM GORDON & CO LLP | COM NEW | 2551 | $44,700 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COSTELLO ASSET MANAGEMENT INC | COM NEW | 2552 | $44,700 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ASHBURTON (JERSEY) LTD | Common Stock | 2553 | $43,000 | 990 | 0.02 | 0.02 | 0 | 0.00 | 12-31-2023 |
COLONIAL TRUST CO / SC | Stock | 2554 | $42,761 | 988 | 0.00 | 0.00 | -46 | -4.45 | 12-31-2023 |