Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BALDWIN BROTHERS LLC/MA | COM | 1801 | $833,173 | 10,446 | 0.00 | 0.00 | -38 | -0.36 | 03-31-2024 |
MTM INVESTMENT MANAGEMENT LLC | COM | 1802 | $832,609 | 10,439 | 0.00 | 0.00 | -149 | -1.41 | 03-31-2024 |
BCU WEALTH ADVISORS LLC | COM | 1803 | $830,020 | 10,406 | 0.00 | 0.00 | 2,834 | 37.43 | 03-31-2024 |
AARON WEALTH ADVISORS LLC | COM | 1804 | $829,185 | 10,396 | 0.00 | 0.00 | 316 | 3.13 | 03-31-2024 |