Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAMBRIDGE TRUST CO | COM | 1851 | $24,567 | 165 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST HORIZON CORP | COMMON STOCK | 1852 | $24,000 | 160 | 0.00 | 0.00 | 4 | 2.56 | 06-30-2021 |
CGC FINANCIAL SERVICES LLC | COM | Liquidated | $0 | 0 | 0.00 | 160 | +Inf | 06-30-2024 | |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 1854 | $21,876 | 158 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |