Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIDUCIARY TRUST CO | COM NEW | 501 | $258,000 | 2,153 | 0.01 | 0.00 | 500 | 30.25 | 09-30-2022 |
TRUST POINT INC | COMMON STOCK | 502 | $311,781 | 2,152 | 0.00 | 0.00 | 632 | 41.58 | 03-31-2024 |
PETRUS TRUST COMPANY LTA | COM NEW | 503 | $304,613 | 2,122 | 0.00 | 2,122 | +Inf | 06-30-2023 | |
CIBC PRIVATE WEALTH GROUP LLC | COM | 504 | $297,605 | 2,108 | 0.00 | 0.00 | -170 | -7.46 | 12-31-2023 |