Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PROVENCE WEALTH MANAGEMENT GROUP | COM | 1901 | $584,210 | 1,461 | 0.00 | 0.00 | 196 | 15.49 | 12-31-2023 |
NACHMAN NORWOOD & PARROTT INC | COM | 1902 | $516,000 | 1,460 | 0.05 | 0.06 | 0 | 0.00 | 06-30-2021 |
GRYPHON FINANCIAL PARTNERS LLC | COM | 1903 | $597,142 | 1,454 | 0.00 | 0.00 | 576 | 65.60 | 03-31-2024 |
GRANDFIELD & DODD LLC | COM | 1904 | $581,011 | 1,453 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |