Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GRAVES LIGHT LENHART WEALTH INC | Stock | 1251 | $422,208 | 2,440 | 0.00 | 0.00 | 69 | 2.91 | 03-31-2024 |
ASAHI LIFE ASSET MANAGEMENT CO LTD | COM | 1252 | $422,144 | 2,440 | 0.00 | 2,440 | +Inf | 03-31-2024 | |
BRADLEY FOSTER & SARGENT INC/CT | com | 1253 | $421,971 | 2,439 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HIGH PINES WEALTH MANAGEMENT LLC | COM | 1254 | $340,467 | 2,432 | 0.00 | 0.00 | -126 | -4.93 | 12-31-2023 |