Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHARLES SCHWAB TRUST CO | COM | 2151 | $207,470 | 1,050 | 0.00 | 1,050 | +Inf | 03-31-2024 | |
TOCQUEVILLE ASSET MANAGEMENT LP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -598 | -36.29 | 12-31-2023 |
TRANSFORM WEALTH LLC | COM | 2153 | $227,762 | 1,047 | 0.00 | 0.00 | -11,159 | -91.42 | 12-31-2023 |
BOSTON TRUST WALDEN CORP | COMMON STOCK | 2154 | $224,000 | 1,044 | 0.00 | 0.00 | 12 | 1.16 | 09-30-2022 |