Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RIVERWATER PARTNERS LLC | COM | 501 | $226,542 | 5,620 | 0.00 | 0.00 | -1,380 | -19.71 | 09-30-2023 |
ESSEX SAVINGS BANK | COMMON STOCK | 502 | $284,604 | 5,608 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MODERA WEALTH MANAGEMENT LLC | COM | 503 | $283,348 | 5,581 | 0.00 | 0.00 | 15 | 0.27 | 03-31-2024 |
BLAIR WILLIAM & CO/IL | COM | 504 | $282,637 | 5,567 | 0.00 | 0.00 | 46 | 0.83 | 03-31-2024 |