Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BESSEMER GROUP INC | SC | 701 | $183,000 | 6,539 | 0.00 | 0.00 | -2,097 | -24.28 | 03-31-2023 |
HORIZON INVESTMENTS LLC | COM | 702 | $179,086 | 6,536 | 0.00 | 0.00 | -23 | -0.35 | 03-31-2024 |
EVOLUTION ADVISERS INC | COM | 703 | $165,000 | 5,932 | 0.10 | 0.10 | 0 | 0.00 | 03-31-2024 |
RICHARDSON FINANCIAL SERVICES INC | COMMON STOCKS | 704 | $163,969 | 5,928 | 0.00 | 0.00 | 395 | 7.14 | 03-31-2024 |