Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOORS & CABOT INC | CL A COM | Liquidated | $0 | 0 | 0.03 | 0.02 | 2,600 | 21.67 | 12-31-2023 |
GIBSON WEALTH ADVISORS LLC | COM CL A | 152 | $99,000 | 4,000 | 0.11 | 0.10 | 0 | 0.00 | 09-30-2022 |