Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARALLEL ADVISORS LLC | Stock | 1051 | $242,274 | 3,294 | 0.00 | 0.00 | -313 | -8.68 | 03-31-2024 |
BOSTON PRIVATE WEALTH LLC | COM | 1052 | $222,000 | 3,276 | 0.00 | 0.01 | -10,335 | -75.93 | 12-31-2021 |
WEDMONT PRIVATE CAPITAL | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,164 | 55.27 | 12-31-2023 |
REHMANN CAPITAL ADVISORY GROUP | COM | 1054 | $237,787 | 3,233 | 0.00 | 0.00 | -250 | -7.18 | 03-31-2024 |