Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DAVIDSON TRUST CO | Equities | 4551 | $202,039 | 583 | 0.00 | 583 | +Inf | 12-31-2023 | |
NEW ENGLAND RESEARCH & MANAGEMENT INC | CS | 4552 | $223,000 | 582 | 0.11 | 582 | +Inf | 03-31-2024 | |
BRADY FAMILY WEALTH LLC | COM | 4553 | $223,255 | 582 | 0.00 | 0.00 | -23 | -3.80 | 03-31-2024 |
HERITAGE WEALTH PARTNERS LLC | COM | 4554 | $201,481 | 581 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |