Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTRAL TRUST CO | COM | 401 | $34,847 | 2,868 | 0.00 | 2,868 | +Inf | 03-31-2024 | |
PCA INVESTMENT ADVISORY SERVICES INC | COM | Liquidated | $0 | 0 | 0.00 | 2,772 | +Inf | 03-31-2024 | |
BESSEMER GROUP INC | FFE | 403 | $32,000 | 2,721 | 0.00 | 2,721 | +Inf | 03-31-2023 | |
PRIVATE CAPITAL GROUP LLC | Closed End Funds | 404 | $46,000 | 2,580 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2021 |