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 | 1551 | $455,840 | 10,708 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ST LOUIS TRUST CO | COM | 1552 | $431,638 | 10,700 | 0.00 | 0.13 | 0 | 0.00 | 12-31-2023 |
LEE FINANCIAL CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -10,382 | -49.26 | 03-31-2024 |
FISHMAN JAY A LTD/MI | com | 1554 | $464,771 | 10,655 | 0.00 | 0.00 | 220 | 2.11 | 03-31-2024 |