Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RS CRUM INC | COM | 3601 | $216,561 | 7,804 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AVITY INVESTMENT MANAGEMENT INC | COM | 3602 | $216,450 | 7,800 | 0.00 | 0.00 | 781 | 11.13 | 03-31-2024 |
MASSO TORRENCE WEALTH MANAGEMENT INC | COM | 3603 | $216,395 | 7,798 | 0.00 | 7,798 | +Inf | 03-31-2024 | |
FOSTER DYKEMA CABOT & PARTNERS LLC | Common Stock | 3604 | $216,089 | 7,787 | 0.00 | 7,787 | +Inf | 03-31-2024 |