Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORTIS ADVISORS LLC | Stock | 3451 | $326,707 | 766 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CAPE ANN SAVINGS BANK | Common Stock | 3452 | $344,110 | 766 | 0.00 | 766 | +Inf | 12-31-2023 | |
WARATAH CAPITAL ADVISORS LTD | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
KANAWHA CAPITAL MANAGEMENT LLC | COM | 3454 | $366,160 | 760 | 0.00 | 0.00 | 35 | 4.83 | 03-31-2024 |