Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CSAT INVESTMENT ADVISORY LP | COM | 801 | $67,000 | 1,195 | 0.06 | 1,195 | +Inf | 03-31-2021 | |
BERMAN CAPITAL ADVISORS LLC | Stock | 802 | $82,000 | 1,187 | 0.01 | 0.01 | 270 | 29.44 | 09-30-2021 |
FEDERATED HERMES INC | COM | 803 | $113,581 | 1,184 | 0.00 | 0.00 | 453 | 61.97 | 03-31-2024 |
ST GERMAIN D J CO INC | Stock | 804 | $105,523 | 1,100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |