Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | COMMON STOCK | 1401 | $866,548 | 5,083 | 0.00 | 0.00 | -27 | -0.53 | 03-31-2024 |
STERLING INVESTMENT MANAGEMENT LLC | Stock | 1402 | $980,582 | 5,081 | 0.00 | 5,081 | +Inf | 03-31-2024 | |
HARBOR INVESTMENT ADVISORY LLC | Stock | 1403 | $980,582 | 5,081 | 0.00 | 0.00 | -3,260 | -39.08 | 03-31-2024 |
FIDUCIARY GROUP LLC | COM | 1404 | $1,323,892 | 5,079 | 0.00 | 0.00 | -178 | -3.39 | 12-31-2023 |