Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WELCH & FORBES LLC | COM | 1601 | $200,831 | 4,273 | 0.00 | 0.00 | -1,854 | -30.26 | 12-31-2023 |
CHECCHI CAPITAL ADVISERS LLC | COM | Liquidated | $209,746 | 4,264 | 0.00 | 0.06 | 4,264 | +Inf | 03-31-2024 |
NORTH AMERICAN MANAGEMENT CORP | COM | 1603 | $322,830 | 4,250 | 0.00 | 4,250 | +Inf | 03-31-2021 | |
WALDRON PRIVATE WEALTH LLC | COM | 1604 | $207,614 | 4,220 | 0.00 | 0.01 | -763 | -15.31 | 03-31-2024 |