Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVISO WEALTH MANAGEMENT | COM | 1401 | $1,700,621 | 17,713 | 0.00 | 17,713 | +Inf | 12-31-2023 | |
CAMBRIDGE TRUST CO | COM | 1402 | $1,693,040 | 17,634 | 0.00 | 0.00 | -926 | -4.99 | 12-31-2023 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | COM | 1403 | $1,944,000 | 17,622 | 0.13 | 0.13 | -252 | -1.41 | 09-30-2021 |
WEDMONT PRIVATE CAPITAL | COM | 1404 | $1,535,297 | 17,621 | 0.00 | 0.00 | -287 | -1.60 | 03-31-2024 |