Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RETIREMENT PLANNING CO OF NEW ENGLAND INC | CAP STK CL C | 2451 | $2,995,425 | 16,331 | 0.00 | 0.00 | -178 | -1.08 | 06-30-2024 |
4J WEALTH MANAGEMENT LLC | CAP STK CL C | 2452 | $2,299,639 | 16,318 | 0.00 | 0.00 | -1,091 | -6.27 | 12-31-2023 |
G&S CAPITAL LLC | CAP STK CL C | 2453 | $3,070,897 | 16,318 | 0.00 | 0.00 | -3,898 | -19.28 | 06-30-2024 |
ENTERPRISE BANK & TRUST CO | CAP STK CL C | 2454 | $2,991,397 | 16,309 | 0.00 | 0.00 | 454 | 2.86 | 06-30-2024 |