Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RIDGEWOOD INVESTMENTS LLC | SHS | 551 | $121,800 | 10,000 | 0.00 | 10,000 | +Inf | 12-31-2023 | |
ATLAS CAPITAL ADVISORS LLC | Equity | 552 | $114,418 | 9,394 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
HALL LAURIE J TRUSTEE | SHS | 553 | $117,000 | 9,060 | 0.04 | 0.04 | 0 | 0.00 | 03-31-2024 |
PACER ADVISORS INC | Common Stock - Foreign US$ | 554 | $118,325 | 8,217 | 0.00 | 0.00 | 498 | 6.45 | 06-30-2023 |