Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
YHB INVESTMENT ADVISORS INC | REIT | 1651 | $32,622 | 603 | 0.00 | 603 | +Inf | 03-31-2024 | |
HBC FINANCIAL SERVICES PLLC | Stock | Liquidated | $0 | 0 | 0.03 | 600 | +Inf | 03-31-2024 | |
MAIN STREET GROUP LTD | REAL ESTATE INVESTME | 1653 | $34,452,000 | 600 | 0.01 | 600 | +Inf | 12-31-2023 | |
LGT FINANCIAL ADVISORS LLC | COM | 1654 | $32,421 | 599 | 0.00 | 0.00 | 26 | 4.54 | 03-31-2024 |