Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GABLES CAPITAL MANAGEMENT INC | COM | 3251 | $220,000 | 2,600 | 0.14 | 0.13 | 0 | 0.00 | 03-31-2022 |
LIVELSBERGER FINANCIAL ADVISORY | COM | 3252 | $156,991 | 2,585 | 0.00 | 2,585 | +Inf | 12-31-2023 | |
LOOMIS SAYLES & CO L P | COMMON | 3253 | $162,000 | 2,535 | 0.00 | 0.00 | 105 | 4.32 | 03-31-2024 |
ACIMA PRIVATE WEALTH LLC | Stock | 3254 | $161,117 | 2,521 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |