Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NJ STATE EMPLOYEES DEFERRED COMPENSATION PLAN | COM | 301 | $272,895 | 10,500 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
BEAUMONT FINANCIAL PARTNERS LLC | COM | 302 | $346,000 | 10,458 | 0.03 | 0.03 | 0 | 0.00 | 09-30-2022 |
BEAUMONT FINANCIAL ADVISORS LLC | Stock | 303 | $264,448 | 10,175 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
BEAUMONT FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -447 | -4.21 | 03-31-2024 |