Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | COMMON STOCK | 1301 | $7,129 | 30 | 0.00 | 30 | +Inf | 03-31-2024 | |
ROCKBRIDGE INVESTMENT MANAGEMENT LCC | COM | 1302 | $6,000 | 30 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
WETZEL INVESTMENT ADVISORS INC | CDW | 1303 | $6,835 | 29 | 0.00 | 0.00 | 6 | 26.09 | 03-31-2024 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 1304 | $6,907 | 27 | 0.00 | 27 | +Inf | 03-31-2024 |