Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHOATE INVESTMENT ADVISORS | COM | 1051 | $2,723,585 | 46,926 | 0.00 | 0.00 | 10,203 | 27.78 | 09-30-2023 |
STONERIDGE INVESTMENT PARTNERS LLC | COM | 1052 | $2,528,000 | 46,622 | 0.96 | 46,622 | +Inf | 03-31-2024 | |
PARTNERSHIP WEALTH MANAGEMENT LLC | Stock | 1053 | $2,527,470 | 46,606 | 0.00 | 0.00 | 27,244 | 140.71 | 03-31-2024 |
LEO WEALTH LLC | COM | 1054 | $2,411,351 | 46,569 | 0.00 | 46,569 | +Inf | 12-31-2023 |