Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | COMMON STOCK | 1101 | $17,062 | 200 | 0.00 | 0.00 | 120 | 150.00 | 03-31-2024 |
WOLVERINE ASSET MANAGEMENT LLC | COM | 1102 | $19,320,000 | 200 | 0.00 | 0.00 | -300 | -60.00 | 03-31-2024 |
BLUE TRUST INC | COM | 1103 | $17,581 | 182 | 0.00 | 0.00 | -129 | -41.48 | 03-31-2024 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 180 | +Inf | 03-31-2022 |