Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BEAIRD HARRIS WEALTH MANAGEMENT LLC | COM | 1451 | $25,757 | 113 | 0.00 | 0.00 | 72 | 175.61 | 09-30-2023 |
CBIZ INVESTMENT ADVISORY SERVICES LLC | COM | 1452 | $27,870 | 111 | 0.00 | 111 | +Inf | 03-31-2024 | |
OGOREK ANTHONY JOSEPH /NY/ /ADV | Arthur J. Gallagher & Co | 1453 | $27,000 | 109 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | COMMON STOCK | 1454 | $24,464 | 103 | 0.00 | 0.00 | 43 | 71.67 | 03-31-2024 |