Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CUTTER & CO BROKERAGE INC | COM | 1651 | $362,064 | 2,202 | 0.00 | 0.00 | 12 | 0.55 | 09-30-2023 |
WHALEROCK POINT PARTNERS LLC | COM | 1652 | $449,752 | 2,201 | 0.00 | 0.00 | 1,728 | 365.33 | 03-31-2023 |
BALDWIN BROTHERS LLC/MA | COM | 1653 | $433,710 | 2,195 | 0.00 | 0.00 | 66 | 3.10 | 03-31-2024 |
LWM ADVISORY SERVICES LLC | COM | 1654 | $472,641 | 2,189 | 0.00 | 0.00 | -788 | -26.47 | 12-31-2023 |