Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LRI INVESTMENTS LLC | Stock | 1601 | $70,520 | 1,219 | 0.00 | 1,219 | +Inf | 03-31-2024 | |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | COMMON STOCK | 1602 | $69,564 | 1,217 | 0.00 | 0.00 | 117 | 10.64 | 03-31-2024 |
AM SQUARED LTD | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -200 | -14.29 | 03-31-2024 |
GROVE BANK & TRUST | COM | 1604 | $69,144 | 1,200 | 0.00 | 0.00 | -66 | -5.21 | 03-31-2024 |