Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORDEN GROUP LLC | COM | 351 | $875,224 | 11,016 | 0.00 | 11,016 | +Inf | 03-31-2024 | |
KENDALL CAPITAL MANAGEMENT | COM | 352 | $835,210 | 10,690 | 0.00 | 0.32 | -115 | -1.06 | 12-31-2023 |
HIGHTOWER ADVISORS LLC | COM | 353 | $824,000 | 10,584 | 0.00 | 0.00 | -458 | -4.15 | 12-31-2023 |
CULLEN INVESTMENT GROUP LTD | Equities | 354 | $823,069 | 10,562 | 0.00 | 0.00 | 711 | 7.22 | 03-31-2024 |