Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BALDWIN BROTHERS LLC/MA | CL A | 351 | $19,975 | 500 | 0.00 | 0.00 | -1,500 | -75.00 | 03-31-2024 |
TOTH FINANCIAL ADVISORY CORP | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -10 | -1.96 | 12-31-2023 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | CL A | 353 | $18,152 | 482 | 0.00 | 0.00 | -190 | -28.27 | 12-31-2023 |
CHILTON CAPITAL MANAGEMENT LLC | CL A | 354 | $21,000 | 453 | 0.00 | 453 | +Inf | 06-30-2022 |