Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BANK PICTET & CIE (ASIA) LTD | COM STK | 2301 | $295,974 | 5,400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CERTUITY LLC | COM STK | 2302 | $295,919 | 5,399 | 0.00 | 0.00 | -681 | -11.20 | 03-31-2024 |
ENZI WEALTH | COM STK | 2303 | $278,605 | 5,392 | 0.00 | 0.00 | 5 | 0.09 | 03-31-2024 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | FOREIGN STOCK | 2304 | $266,710 | 5,387 | 0.00 | 0.00 | 87 | 1.64 | 03-31-2024 |