Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HOWLAND CAPITAL MANAGEMENT LLC | COM | 2101 | $462,354 | 2,654 | 0.00 | 0.00 | -504 | -15.96 | 03-31-2024 |
DELTA FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 2,650 | +Inf | 12-31-2023 | |
GUARDIAN WEALTH ADVISORS LLC / NC | COM | 2103 | $460,611 | 2,644 | 0.00 | 0.00 | 74 | 2.88 | 03-31-2024 |
OXBOW ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -218 | -7.62 | 12-31-2023 |