Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL ARCHITECTS INC | COM | 1301 | $553,000 | 7,214 | 0.10 | 7,214 | +Inf | 09-30-2022 | |
NICHOLS & PRATT ADVISERS LLP /MA | COM | 1302 | $504,134 | 7,205 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SLOCUM GORDON & CO LLP | COM | 1303 | $503,784 | 7,200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
OUTLOOK WEALTH ADVISORS LLC | COM | 1304 | $502,758 | 7,185 | 0.00 | 0.00 | -261 | -3.51 | 03-31-2024 |