Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BEAUMONT FINANCIAL ADVISORS LLC | Stock | 2001 | $230,662 | 2,996 | 0.00 | 2,996 | +Inf | 03-31-2024 | |
&PARTNERS | COM | 2002 | $230,200 | 2,990 | 0.00 | 2,990 | +Inf | 03-31-2024 | |
MCGLONE SUTTNER WEALTH MANAGEMENT INC | COM | 2003 | $228,660 | 2,970 | 0.00 | 0.00 | 536 | 22.02 | 03-31-2024 |
CRA FINANCIAL SERVICES LLC | COM | 2004 | $227,967 | 2,961 | 0.00 | 2,961 | +Inf | 03-31-2024 |