Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EXCALIBUR MANAGEMENT CORP | COM | 801 | $274,104 | 9,564 | 0.00 | 0.00 | 2,946 | 44.51 | 12-31-2023 |
LIDO ADVISORS LLC | COM | 802 | $262,062 | 9,557 | 0.00 | 0.00 | 2,179 | 29.53 | 09-30-2023 |
AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC | COM | 803 | $258,433 | 9,425 | 0.00 | 0.00 | -800 | -7.82 | 09-30-2023 |
EADS & HEALD WEALTH MANAGEMENT | COM | Liquidated | $0 | 0 | 0.14 | 9,425 | +Inf | 12-31-2023 |