Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REYNDERS MCVEIGH CAPITAL MANAGEMENT LLC | COM | 1201 | $1,513,000 | 3,435 | 0.10 | 0.09 | -16 | -0.46 | 12-31-2023 |
QUADCAP WEALTH MANAGEMENT LLC | COM | 1202 | $1,458,873 | 3,429 | 0.00 | 0.00 | -215 | -5.90 | 03-31-2024 |
BOSTON PRIVATE WEALTH LLC | COM | 1203 | $1,616,000 | 3,425 | 0.03 | 0.02 | -634 | -15.62 | 12-31-2021 |
FORT POINT CAPITAL PARTNERS LLC | COM | 1204 | $1,503,495 | 3,413 | 0.00 | 0.00 | 6 | 0.18 | 12-31-2023 |