Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHWEST FINANCIAL ADVISORS | COM | 2151 | $15,703 | 92 | 0.00 | 0.00 | 28 | 43.75 | 03-31-2024 |
MANCHESTER CAPITAL MANAGEMENT LLC | COM | 2152 | $14,851 | 87 | 0.00 | 0.00 | 12 | 16.00 | 03-31-2024 |
CAMBRIDGE TRUST CO | COM | 2153 | $11,310 | 87 | 0.00 | 87 | +Inf | 12-31-2023 | |
HOBBS GROUP ADVISORS LLC | COM | 2154 | $11,241 | 86 | 0.00 | 86 | +Inf | 12-31-2023 |