Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EASTERN BANK | COMMON STOCKS | Liquidated | $0 | 0 | 0.00 | 0.00 | 195 | 14.55 | 12-31-2023 |
PROCYON ADVISORS LLC | COM | 1102 | $383,832 | 1,535 | 0.00 | 0.00 | -21 | -1.35 | 03-31-2024 |
RIVER WEALTH ADVISORS LLC | COM | 1103 | $381,562 | 1,526 | 0.00 | 0.00 | -51 | -3.23 | 03-31-2024 |
HERITAGE WEALTH ADVISORS | COM | 1104 | $374,560 | 1,498 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |