Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
U S GLOBAL INVESTORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -421 | -4.54 | 12-31-2023 |
WELCH & FORBES LLC | COM | 1552 | $2,191,097 | 8,818 | 0.00 | 0.00 | 85 | 0.97 | 12-31-2023 |
BERNARDO WEALTH PLANNING LLC | COM | 1553 | $1,549,237 | 8,813 | 0.00 | 0.00 | -75 | -0.84 | 03-31-2024 |
ROBBINS FARLEY | COM | 1554 | $1,544,843 | 8,788 | 0.00 | 0.00 | 1,132 | 14.79 | 03-31-2024 |