Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINNACLE WEALTH ADVISORS | COM | 851 | $101,000 | 2,334 | 0.00 | 2,334 | +Inf | 06-30-2021 | |
PINNACLE FINANCIAL PARTNERS INC | COM | 852 | $110,818 | 2,334 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BERMAN CAPITAL ADVISORS LLC | Stock | 853 | $86,000 | 2,324 | 0.01 | 0.01 | 310 | 15.39 | 09-30-2021 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -128,223 | -98.22 | 03-31-2024 |