Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARBOUR INVESTMENTS INC | COM | 1151 | $83,368 | 1,065 | 0.00 | 0.00 | -70 | -6.17 | 12-31-2023 |
ALLWORTH FINANCIAL LP | COM | 1152 | $86,871 | 1,060 | 0.00 | 0.00 | 27 | 2.61 | 06-30-2023 |
TOMPKINS FINANCIAL CORP | COM | 1153 | $86,132 | 1,050 | 0.00 | 0.00 | -200 | -16.00 | 03-31-2024 |
FOSTER DYKEMA CABOT & PARTNERS LLC | Common Stock | 1154 | $85,791 | 1,034 | 0.00 | 1,034 | +Inf | 03-31-2024 |