Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERKSHIRE ASSET MANAGEMENT LLC/PA | CL A | 3151 | $569,000 | 1,181 | 0.00 | 0.00 | -177 | -13.03 | 03-31-2024 |
CITADEL INVESTMENT ADVISORY INC | MA | 3152 | $568,000 | 1,180 | 0.32 | 0.31 | 0 | 0.00 | 03-31-2024 |
COMMONWEALTH FINANCIAL SERVICES LLC | CL A | 3153 | $502,764 | 1,179 | 0.00 | 0.00 | 2 | 0.17 | 03-31-2024 |
CLEAN YIELD GROUP | Stock | 3154 | $567,289 | 1,178 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |