Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BESSEMER GROUP INC | SC | 901 | $12,000 | 859 | 0.00 | 0.00 | -9,802 | -91.94 | 03-31-2023 |
MOTCO | Com | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BRADLEY & CO PRIVATE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.11 | 0.11 | 0 | 0.00 | 12-31-2023 |
FIRST HORIZON CORP | COMMON STOCK | 904 | $108,000 | 582 | 0.01 | 0.01 | -1 | -0.17 | 06-30-2021 |