Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BENJAMIN F EDWARDS & COMPANY INC | COM | 551 | $125,000 | 924 | 0.00 | 0.00 | 17 | 1.87 | 03-31-2024 |
FIRST MANHATTAN CO LLC | COM | 552 | $123,515 | 908 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CAMBRIDGE TRUST CO | COM | 553 | $100,467 | 842 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
JOHNSON FINANCIAL GROUP INC | COM | 554 | $99,036 | 830 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |