Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAMBRIDGE TRUST CO | CL A | 1351 | $36,254 | 480 | 0.00 | 0.00 | -935 | -66.08 | 12-31-2023 |
CATALYST CAPITAL ADVISORS LLC | CL A | 1352 | $34,959 | 477 | 0.00 | 0.00 | 3 | 0.63 | 03-31-2024 |
BLUE TRUST INC | CL A | 1353 | $34,887 | 476 | 0.00 | 0.00 | -261 | -35.41 | 03-31-2024 |
HC FINANCIAL ADVISORS INC | CL A | 1354 | $43,000 | 474 | 0.03 | 0.02 | 0 | 0.00 | 03-31-2022 |