Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HERITAGE TRUST CO | COMMON STOCK | 651 | $232,170 | 142 | 0.00 | 142 | +Inf | 03-31-2024 | |
ALGERT GLOBAL LLC | CL A | 652 | $200,000 | 141 | 0.01 | 141 | +Inf | 12-31-2023 | |
TOCQUEVILLE ASSET MANAGEMENT LP | CL A | 653 | $230,535 | 141 | 0.00 | 0.00 | -12 | -7.84 | 03-31-2024 |
DELAP WEALTH ADVISORY LLC | CL A | 654 | $228,900 | 140 | 0.00 | 140 | +Inf | 03-31-2024 |