Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARD FINANCIAL SERVICES INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 62,790 | +Inf | 12-31-2023 | |
RIKOON GROUP LLC | COM | 852 | $7,484,000 | 62,447 | 1.99 | 62,447 | +Inf | 03-31-2021 | |
PARK AVENUE SECURITIES LLC | COM | 853 | $7,080,000 | 62,287 | 0.09 | 0.09 | 2,840 | 4.78 | 03-31-2024 |
HALL LAURIE J TRUSTEE | COM | 854 | $7,056,000 | 62,082 | 2.49 | 2.62 | 60 | 0.10 | 03-31-2024 |