Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VALLEY BROOK CAPITAL GROUP INC | COM | 2151 | $506,780 | 9,345 | 0.00 | 0.00 | -2,230 | -19.27 | 03-31-2024 |
LAIDLAW WEALTH MANAGEMENT LLC | COM | 2152 | $479,327 | 9,342 | 0.00 | 0.00 | -1,887 | -16.80 | 12-31-2023 |
BALDWIN BROTHERS LLC/MA | COM | 2153 | $504,014 | 9,294 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
1858 WEALTH MANAGEMENT LLC | COM | 2154 | $475,746 | 9,272 | 0.00 | 9,272 | +Inf | 03-31-2024 |