Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORVIS WEALTH ADVISORS LLC | COM | 1951 | $2,941,911 | 7,669 | 0.00 | 0.00 | -1,419 | -15.61 | 03-31-2024 |
HOWLAND CAPITAL MANAGEMENT LLC | COM | 1952 | $2,939,527 | 7,663 | 0.00 | 0.00 | 55 | 0.72 | 03-31-2024 |
SECURITY ASSET MANAGEMENT | COM | 1953 | $2,256,488 | 7,646 | 0.00 | 0.84 | 2,572 | 50.69 | 03-31-2023 |
PLATFORM TECHNOLOGY PARTNERS | COM | 1954 | $2,793,207 | 7,643 | 0.00 | 0.00 | 482 | 6.73 | 12-31-2023 |