Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HUMANKIND INVESTMENTS LLC | COM | 2451 | $323,028 | 4,050 | 0.00 | 0.00 | -127 | -3.04 | 03-31-2024 |
BEAUMONT FINANCIAL PARTNERS LLC | COM | 2452 | $386,000 | 4,047 | 0.04 | 0.03 | 276 | 7.32 | 09-30-2022 |
CONGRESS WEALTH MANAGEMENT LLC / DE / | COM | 2453 | $321,418 | 4,029 | 0.00 | 0.00 | 1,008 | 33.37 | 03-31-2024 |
OAKWORTH CAPITAL INC | COMMON STOCK | 2454 | $277,904 | 4,020 | 0.00 | 0.00 | 18 | 0.45 | 06-30-2023 |