Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAMBRIDGE TRUST CO | COM | 1051 | $10,047 | 90 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
VIGILANT CAPITAL MANAGEMENT LLC | COMMON STOCK | 1052 | $8,000 | 88 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
ADVISORNET FINANCIAL INC | Stock | 1053 | $9,992 | 84 | 0.00 | 0.00 | 27 | 47.37 | 03-31-2024 |
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 1054 | $9,873 | 83 | 0.00 | 0.00 | 25 | 43.10 | 03-31-2024 |