Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BDO WEALTH ADVISORS LLC | CL C | 651 | $336 | 50 | 0.00 | 0.00 | -400 | -88.89 | 06-30-2023 |
QUADRANT CAPITAL GROUP LLC | CL C | 652 | $357 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LOGAN CAPITAL MANAGEMENT INC | CL C | 653 | $357 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HM PAYSON & CO | CL C | 654 | $319 | 50 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |