Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUST POINT INC | COMMON STOCK | 401 | $231,941 | 3,526 | 0.00 | 0.00 | 415 | 13.34 | 03-31-2024 |
ORG PARTNERS LLC | PB | 402 | $3,500 | 3,500 | 0.00 | 3,500 | +Inf | 09-30-2023 | |
CAMPBELL & CO INVESTMENT ADVISER LLC | Common Stock | 403 | $212,675 | 3,457 | 0.00 | 3,457 | +Inf | 03-31-2023 | |
BESSEMER GROUP INC | SC | 404 | $207,000 | 3,368 | 0.00 | 0.00 | 3,346 | 15209.09 | 03-31-2023 |