Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MAYFLOWER FINANCIAL ADVISORS LLC | SHS | 1451 | $993,072 | 3,176 | 0.00 | 0.00 | 38 | 1.21 | 03-31-2024 |
SEVENBRIDGE FINANCIAL GROUP LLC | SHS | 1452 | $1,014,383 | 3,165 | 0.00 | 0.00 | 130 | 4.28 | 03-31-2024 |
PENOBSCOT INVESTMENT MANAGEMENT COMPANY INC | SHS | 1453 | $987,131 | 3,157 | 0.00 | 0.00 | 65 | 2.10 | 03-31-2024 |
ALPHA DNA INVESTMENT MANAGEMENT LLC | SHS | 1454 | $986,505 | 3,155 | 0.00 | 3,155 | +Inf | 03-31-2024 |