Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOSTON FAMILY OFFICE LLC | COM | 1101 | $3,259,000 | 86,435 | 0.25 | 0.24 | -5,714 | -6.20 | 12-31-2023 |
WEALTHCARE ADVISORY PARTNERS LLC | COM | 1102 | $3,624,045 | 86,369 | 0.00 | 0.00 | 4,506 | 5.50 | 03-31-2024 |
ARKADIOS WEALTH ADVISORS | Stock | 1103 | $3,618,959 | 86,248 | 0.00 | 0.00 | 2,724 | 3.26 | 03-31-2024 |
NORTHSTAR INVESTMENT ADVISORS LLC | COMMON STOCK | 1104 | $4,808,000 | 86,194 | 0.64 | 0.80 | -8,146 | -8.63 | 06-30-2021 |