Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FOSTER DYKEMA CABOT & CO INC/MA | Common Stock | 2001 | $139,000 | 793 | 0.02 | 0.02 | 0 | 0.00 | 09-30-2023 |
FARTHER FINANCE ADVISORS LLC | Stock | 2002 | $154,383 | 792 | 0.00 | 792 | +Inf | 06-30-2023 | |
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 2003 | $154,474 | 781 | 0.00 | 0.00 | 70 | 9.85 | 03-31-2024 |
LEE FINANCIAL CO | COM | 2004 | $134,645 | 769 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |