Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HB WEALTH MANAGEMENT LLC | CL A | 801 | $367,081 | 3,775 | 0.00 | 0.00 | 191 | 5.33 | 03-31-2024 |
HANSON & DOREMUS INVESTMENT MANAGEMENT | COMMON | 802 | $361,000 | 3,708 | 0.06 | 0.07 | 0 | 0.00 | 03-31-2024 |
BESSEMER GROUP INC | SC | 803 | $270,000 | 3,704 | 0.00 | 0.00 | -447 | -10.77 | 03-31-2023 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | COM | 804 | $358,524 | 3,687 | 0.00 | 0.00 | -14 | -0.38 | 03-31-2024 |