Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
M&T BANK CORP | COM | 401 | $358,763 | 2,943 | 0.00 | 0.00 | -283 | -8.77 | 03-31-2024 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 402 | $354,571 | 2,911 | 0.00 | 0.00 | 1,133 | 63.72 | 03-31-2024 |
CAMPBELL & CO INVESTMENT ADVISER LLC | Common Stock | 403 | $371,489 | 2,864 | 0.00 | 2,864 | +Inf | 03-31-2023 | |
TOCQUEVILLE ASSET MANAGEMENT LP | COM | 404 | $345,819 | 2,839 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |