Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADDISON ADVISORS LLC | COM | 1451 | $34,828 | 927 | 0.00 | 0.00 | 579 | 166.38 | 03-31-2024 |
CONCORD WEALTH PARTNERS | COM | 1452 | $34,677 | 923 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MV CAPITAL MANAGEMENT INC | COM | 1453 | $34,490 | 918 | 0.00 | 0.00 | -156 | -14.53 | 03-31-2024 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |