Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SANDY SPRING BANK | COM | 401 | $10,061 | 219 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LGT FINANCIAL ADVISORS LLC | COM | 402 | $8,361 | 182 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CLARIVEST ASSET MANAGEMENT LLC | COM | 403 | $6,077 | 178 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BESSEMER GROUP INC | SC | 404 | $6,000 | 175 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |