Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KIELY WEALTH ADVISORY GROUP INC | COM | 1251 | $16,439 | 67 | 0.00 | 67 | +Inf | 03-31-2024 | |
CAMBRIDGE TRUST CO | COM | Liquidated | $0 | 0 | 0.00 | 64 | +Inf | 12-31-2023 | |
ULLAND INVESTMENT ADVISORS LLC | Stock | 1253 | $16,000 | 63 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
FIRST CAPITAL ADVISORS GROUP LLC | COM | 1254 | $11,194 | 61 | 0.00 | 61 | +Inf | 06-30-2023 |