Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEGACY CAPITAL PARTNERS INC | Stock | 651 | $3,656,000 | 17,092 | 1.20 | 1.07 | 0 | 0.00 | 03-31-2022 |
PINNACLE ASSOCIATES LTD | COM | 652 | $4,386,284 | 16,927 | 0.00 | 0.00 | 466 | 2.83 | 03-31-2024 |
PATHSTONE FAMILY OFFICE LLC | COM | 653 | $3,255,450 | 16,860 | 0.00 | 0.00 | -636 | -3.64 | 06-30-2023 |
IPSWICH INVESTMENT MANAGEMENT CO INC | COM | 654 | $4,352,607 | 16,797 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |