Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FOSTER DYKEMA CABOT & CO INC/MA | Common Stock | 1301 | $558,000 | 7,852 | 0.07 | 0.07 | 0 | 0.00 | 09-30-2023 |
CHECCHI CAPITAL ADVISERS LLC | COM | 1302 | $705,021 | 7,829 | 0.00 | 0.00 | 118 | 1.53 | 03-31-2024 |
HC FINANCIAL ADVISORS INC | COM | 1303 | $594,000 | 7,829 | 0.35 | 0.38 | -251 | -3.11 | 03-31-2022 |
EQUITABLE HOLDINGS INC | COM | 1304 | $586,095 | 7,799 | 0.00 | 0.00 | 870 | 12.56 | 03-31-2023 |