Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAMBRIDGE TRUST CO | COM | 651 | $19,797 | 575 | 0.00 | 575 | +Inf | 03-31-2024 | |
EAGLE BAY ADVISORS LLC | Equities | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,296 | -69.71 | 03-31-2024 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 653 | $19,246 | 559 | 0.00 | 0.00 | -1 | -0.18 | 03-31-2024 |
HIGHLANDER CAPITAL MANAGEMENT LLC | Equities | 654 | $17,215 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |