Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LINCOLN NATIONAL CORP | COM | 1301 | $900,693 | 9,254 | 0.00 | 0.02 | 295 | 3.29 | 12-31-2023 |
LLOYD ADVISORY SERVICES LLC | COM | 1302 | $1,047,360 | 9,235 | 0.00 | 9,235 | +Inf | 03-31-2024 | |
ARMSTRONG FLEMING & MOORE INC | COM | 1303 | $833,757 | 9,224 | 0.00 | 9,224 | +Inf | 06-30-2023 | |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | COMMON STOCK | 1304 | $998,853 | 9,195 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |