Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LWM ADVISORY SERVICES LLC | COM | 1751 | $412,495 | 2,122 | 0.00 | 0.00 | -743 | -25.93 | 06-30-2024 |
BALDWIN BROTHERS LLC/MA | COM | 1752 | $412,474 | 2,122 | 0.00 | 0.00 | -73 | -3.33 | 06-30-2024 |
FIL LTD | COM | 1753 | $412,474 | 2,122 | 0.00 | 0.00 | -69,179 | -97.02 | 06-30-2024 |
GOLDEN STATE EQUITY PARTNERS | COM | 1754 | $411,697 | 2,118 | 0.00 | 0.00 | 20 | 0.95 | 06-30-2024 |