Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIO WEALTH LIMITED PARTNERSHIP | COM | 1301 | $1,671,843 | 30,829 | 0.00 | 0.00 | -1,154 | -3.61 | 03-31-2024 |
EXCHANGE BANK | COMMON STOCK | 1302 | $1,671,206 | 30,817 | 0.00 | 0.00 | -296 | -0.95 | 03-31-2024 |
HARTFORD FINANCIAL MANAGEMENT INC | COM | 1303 | $1,667,344 | 30,746 | 0.00 | 0.00 | -9,952 | -24.45 | 03-31-2024 |
JW COLE ADVISORS INC | COM | 1304 | $1,653,783 | 30,629 | 0.00 | 0.00 | -1,202 | -3.78 | 03-31-2024 |