Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORA CAPITAL LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -31,051 | -26.32 | 03-31-2024 |
WELCH & FORBES LLC | COM | 352 | $5,619,631 | 86,270 | 0.00 | 0.00 | -6,946 | -7.45 | 12-31-2023 |
KIWI WEALTH INVESTMENTS LIMITED PARTNERSHIP | COM | Liquidated | $0 | 0 | 0.27 | 0.26 | 13,579 | 18.75 | 12-31-2023 |
AE WEALTH MANAGEMENT LLC | COM | 354 | $5,484,864 | 85,023 | 0.00 | 0.00 | -144,021 | -62.88 | 12-31-2023 |