Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PORTFOLIO DESIGN LABS LLC | COM | 1951 | $729,462 | 7,598 | 0.00 | 7,598 | +Inf | 12-31-2023 | |
FRG FAMILY WEALTH ADVISORS LLC | COM | 1952 | $671,196 | 7,585 | 0.00 | 0.00 | 5 | 0.07 | 03-31-2024 |
DAVIDSON TRUST CO | Equities | 1953 | $726,604 | 7,568 | 0.00 | 0.00 | 1,795 | 31.09 | 12-31-2023 |
PLIMOTH TRUST CO LLC | Com | 1954 | $690,909 | 7,560 | 0.00 | 0.00 | -205 | -2.64 | 03-31-2024 |