Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LOOMIS SAYLES & CO L P | COMMON | Liquidated | $0 | 0 | 0.00 | 79 | +Inf | 03-31-2024 | |
PFG PRIVATE WEALTH MANAGEMENT LLC | COM | 1502 | $3,083 | 79 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BAYSTATE WEALTH MANAGEMENT LLC | Stock | 1503 | $2,735 | 77 | 0.00 | 0.00 | 3 | 4.05 | 09-30-2023 |
YHB INVESTMENT ADVISORS INC | Stock | 1504 | $3,005 | 77 | 0.00 | 77 | +Inf | 03-31-2024 |