Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KOZAK & ASSOCIATES INC | Stock | 1901 | $320,107 | 339 | 0.00 | 0.00 | 160 | 89.39 | 03-31-2024 |
SAX WEALTH ADVISORS LLC | COM | 1902 | $265,372 | 339 | 0.00 | 339 | +Inf | 12-31-2023 | |
CYNOSURE GROUP LLC | COM | 1903 | $328,391 | 338 | 0.00 | 0.00 | -1,485 | -81.46 | 03-31-2024 |
EASTERN BANK | COMMON STOCKS | 1904 | $327,419 | 337 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |