Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BALDWIN BROTHERS LLC/MA | COM | 451 | $650,012 | 7,677 | 0.00 | 0.00 | -300 | -3.76 | 03-31-2024 |
RAYMOND JAMES TRUST NA | COMMON STOCK | 452 | $648,742 | 7,662 | 0.00 | 0.00 | 1 | 0.01 | 03-31-2024 |
FULCRUM ASSET MANAGEMENT LLP | COM | 453 | $563,000 | 7,661 | 0.16 | 0.64 | -6,949 | -47.56 | 03-31-2022 |
SOUTHEAST ASSET ADVISORS INC | COM | 454 | $643,492 | 7,600 | 0.00 | 7,600 | +Inf | 03-31-2024 |