Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ETHIC INC | COM NEW | 1101 | $283,885 | 1,249 | 0.00 | 1,249 | +Inf | 12-31-2023 | |
HARBOUR INVESTMENTS INC | COM NEW | 1102 | $283,143 | 1,246 | 0.00 | 0.00 | 36 | 2.98 | 12-31-2023 |
EVERCORE WEALTH MANAGEMENT LLC | COM NEW | 1103 | $282,521 | 1,243 | 0.00 | 0.00 | -182 | -12.77 | 12-31-2023 |
ESSEX SAVINGS BANK | COMMON STOCK | 1104 | $282,290 | 1,242 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |