Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BUCKINGHAM STRATEGIC WEALTH LLC | COM | 951 | $419,397 | 5,344 | 0.00 | 0.00 | -4,934 | -48.01 | 03-31-2024 |
ALDEBARAN FINANCIAL INC | COM | 952 | $419,162 | 5,341 | 0.00 | 0.00 | -500 | -8.56 | 03-31-2024 |
CORECAP ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.03 | 799 | 17.75 | 06-30-2023 |
BOSTON PRIVATE WEALTH LLC | COM | 954 | $435,000 | 5,283 | 0.01 | 0.02 | -22,656 | -81.09 | 12-31-2021 |