Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORMULAFOLIO INVESTMENTS LLC | COM | 2401 | $62,000 | 67 | 0.02 | 0.02 | 0 | 0.00 | 06-30-2021 |
CAITLIN JOHN LLC | COM NEW | 2402 | $22,266 | 66 | 0.00 | 66 | +Inf | 12-31-2023 | |
CAMBRIDGE TRUST CO | COM NEW | 2403 | $21,591 | 64 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BALDWIN BROTHERS LLC/MA | COM NEW | 2404 | $25,143 | 63 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |