Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
S&CO INC | COM | 1701 | $3,755,000 | 23,148 | 0.26 | 0.26 | 0 | 0.00 | 03-31-2024 |
MONUMENT CAPITAL MANAGEMENT | COM | 1702 | $3,385,745 | 23,105 | 0.00 | 0.00 | 2,127 | 10.14 | 12-31-2023 |
FINANCIAL ADVISORY PARTNERS LLC | COM | 1703 | $3,745,462 | 23,084 | 0.00 | 0.00 | -3,069 | -11.73 | 03-31-2024 |
KENNEDY INVESTMENT GROUP | COM | 1704 | $3,742,370 | 23,065 | 0.00 | 0.00 | 361 | 1.59 | 03-31-2024 |