Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KARPAS STRATEGIES LLC | Stock | 901 | $336,745 | 2,606 | 0.00 | 0.00 | 4 | 0.15 | 03-31-2024 |
GUYASUTA INVESTMENT ADVISORS INC | COM | 902 | $297,908 | 2,605 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MONTECITO BANK & TRUST | Com | 903 | $237,042 | 2,604 | 0.00 | 0.00 | 796 | 44.03 | 09-30-2023 |
SHAY CAPITAL LLC | COM | 904 | $236,678 | 2,600 | 0.00 | 2,600 | +Inf | 09-30-2023 |