Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEGACY FINANCIAL ADVISORS INC | Stock | 2201 | $1,858,635 | 3,860 | 0.00 | 0.00 | -55 | -1.40 | 03-31-2024 |
ESSEX SAVINGS BANK | COMMON STOCK | 2202 | $1,645,467 | 3,858 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BOSTON COMMON ASSET MANAGEMENT LLC | COM | 2203 | $1,094,000 | 3,847 | 0.06 | 0.06 | -9 | -0.23 | 09-30-2022 |
HCR WEALTH ADVISORS | Common Stock | 2204 | $1,850,630 | 3,842 | 0.00 | 0.00 | -66 | -1.69 | 03-31-2024 |