Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BESSEMER GROUP INC | SC | 451 | $7,000 | 134 | 0.00 | 0.00 | -114 | -45.97 | 03-31-2023 |
FIFTH THIRD BANCORP | COM | 452 | $8,360 | 134 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SUREVEST LLC | COM | 453 | $10,000 | 125 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
BOKF NA | COM | 454 | $8,477 | 117 | 0.00 | 0.00 | -8 | -6.40 | 12-31-2023 |