Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHROCK PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 3,078 | +Inf | 12-31-2023 | |
DELAP WEALTH ADVISORY LLC | COM | 1302 | $210,122 | 3,076 | 0.00 | 3,076 | +Inf | 03-31-2024 | |
CRESTWOOD ADVISORS GROUP LLC | Stock | 1303 | $209,575 | 3,068 | 0.00 | 3,068 | +Inf | 03-31-2024 | |
IPSWICH INVESTMENT MANAGEMENT CO INC | COM | 1304 | $208,346 | 3,050 | 0.00 | 3,050 | +Inf | 03-31-2024 |