Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERCORE WEALTH MANAGEMENT LLC | COM | 1551 | $293,646 | 2,255 | 0.00 | 0.00 | -55 | -2.38 | 03-31-2024 |
STILES FINANCIAL SERVICES INC | COM | 1552 | $292,601 | 2,247 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PARCION PRIVATE WEALTH LLC | COM | 1553 | $291,172 | 2,236 | 0.00 | 0.00 | 100 | 4.68 | 03-31-2024 |
WH CORNERSTONE INVESTMENTS INC | COM | 1554 | $291,000 | 2,234 | 0.21 | 0.23 | 14 | 0.63 | 03-31-2024 |