Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SCARBOROUGH ADVISORS LLC | COM | 701 | $1,077 | 10 | 0.00 | 0.00 | -58 | -85.29 | 03-31-2024 |
NORTH STAR INVESTMENT MANAGEMENT CORP | COM | 702 | $1,077 | 10 | 0.00 | 10 | +Inf | 03-31-2024 | |
CAMBRIDGE TRUST CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 704 | $1,000 | 9 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |