Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOORS & CABOT INC | COM | 1051 | $501,529 | 493 | 0.00 | 0.00 | -15 | -2.95 | 03-31-2024 |
NACHMAN NORWOOD & PARROTT INC | COM | 1052 | $213,000 | 487 | 0.02 | 487 | +Inf | 06-30-2021 | |
PREMIER PATH WEALTH PARTNERS LLC | COM | 1053 | $494,408 | 486 | 0.00 | 0.00 | 4 | 0.83 | 03-31-2024 |
PALLADIUM PARTNERS LLC | COM | 1054 | $249,000 | 483 | 0.01 | 483 | +Inf | 03-31-2022 |