Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARTFORD FINANCIAL MANAGEMENT INC | COM | 1301 | $124,972 | 2,924 | 0.00 | 0.00 | 190 | 6.95 | 03-31-2024 |
HOBART PRIVATE CAPITAL LLC | COM | Liquidated | $0 | 0 | 0.00 | 2,911 | +Inf | 03-31-2018 | |
FOSTER DYKEMA CABOT & CO INC/MA | Common Stock | 1303 | $109,000 | 2,883 | 0.01 | 0.02 | 0 | 0.00 | 09-30-2023 |
COLONIAL TRUST CO / SC | Stock | 1304 | $111,038 | 2,872 | 0.00 | 0.00 | -257 | -8.21 | 12-31-2023 |