Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUGARLOAF WEALTH MANAGEMENT LLC | Stock | 851 | $76,932 | 2,409 | 0.00 | 0.00 | -274 | -10.21 | 03-31-2024 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | COMMON STOCK | 852 | $63,670 | 2,253 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
POINT72 HONG KONG LTD | COM | 853 | $69,895 | 2,189 | 0.00 | 2,189 | +Inf | 03-31-2024 | |
FEDERATED HERMES INC | COM | 854 | $69,831 | 2,187 | 0.00 | 0.00 | -4,737 | -68.41 | 03-31-2024 |