Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BESSEMER SECURITIES LLC | SC | Liquidated | $0 | 0 | 0.11 | 0.13 | 0 | 0.00 | 12-31-2023 |
OPTIMUM INVESTMENT ADVISORS | COM | 952 | $544,429 | 3,479 | 0.00 | 0.00 | -250 | -6.70 | 03-31-2024 |
BOSTON PRIVATE WEALTH LLC | COM | 953 | $555,000 | 3,475 | 0.01 | 0.02 | -6,239 | -64.23 | 12-31-2021 |
CIGNA INVESTMENTS INC /NEW | Common Stock | 954 | $542,000 | 3,469 | 0.10 | 0.09 | -31 | -0.89 | 03-31-2024 |