Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN RESEARCH & MANAGEMENT CO | com | 801 | $679,000 | 17,635 | 0.19 | 0.19 | 0 | 0.00 | 09-30-2022 |
LEBENTHAL GLOBAL ADVISORS LLC | COM | 802 | $1,010,309 | 17,534 | 0.00 | 0.00 | -188 | -1.06 | 03-31-2024 |
WILKINS INVESTMENT COUNSEL INC | Stock | 803 | $1,008,350 | 17,500 | 0.00 | 17,500 | +Inf | 03-31-2024 | |
GYL FINANCIAL SYNERGIES LLC | COM | 804 | $1,002,013 | 17,390 | 0.00 | 0.00 | -8 | -0.05 | 03-31-2024 |