Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IPSWICH INVESTMENT MANAGEMENT CO INC | COM | 1351 | $904,748 | 9,875 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MARION WEALTH MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 254 | 2.65 | 12-31-2023 |
MOLONEY SECURITIES ASSET MANAGEMENT LLC | COM | 1353 | $901,442 | 9,839 | 0.00 | 0.00 | -153 | -1.53 | 03-31-2024 |
HOYLECOHEN LLC | COM | 1354 | $923,146 | 9,812 | 0.00 | 0.00 | -12 | -0.12 | 12-31-2023 |