Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FOSTER DYKEMA CABOT & CO INC/MA | Common Stock | 801 | $7,000 | 75 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
GW&K INVESTMENT MANAGEMENT LLC | COMMON | 802 | $8,000 | 70 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HHM WEALTH ADVISORS LLC | COM | 804 | $8,180 | 70 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |