Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BEAUMONT FINANCIAL PARTNERS LLC | COM | 2351 | $226,000 | 959 | 0.02 | 959 | +Inf | 09-30-2022 | |
BIGELOW INVESTMENT ADVISORS LLC | COM | 2352 | $581,215 | 957 | 0.00 | 0.00 | 90 | 10.38 | 03-31-2024 |
CANOPY PARTNERS LLC | Common Stock | 2353 | $580,607 | 956 | 0.00 | 956 | +Inf | 03-31-2024 | |
KFA PRIVATE WEALTH GROUP LLC | COM | 2354 | $580,000 | 955 | 0.00 | 0.00 | 15 | 1.60 | 03-31-2024 |