Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CEDAR BROOK FINANCIAL PARTNERS LLC | COM | 2801 | $446,349 | 1,482 | 0.00 | 0.00 | 6 | 0.41 | 03-31-2024 |
MAIN STREET FINANCIAL SOLUTIONS LLC | COM | 2802 | $389,475 | 1,480 | 0.00 | 0.00 | 38 | 2.64 | 12-31-2023 |
NICHOLS & PRATT ADVISERS LLP /MA | COM | 2803 | $445,746 | 1,480 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WADDELL & ASSOCIATES LLC | COM | 2804 | $444,843 | 1,477 | 0.00 | 0.00 | 25 | 1.72 | 03-31-2024 |