Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SJS INVESTMENT CONSULTING INC | COM | 2551 | $501,654 | 1,369 | 0.00 | 0.00 | 93 | 7.29 | 03-31-2024 |
BENEDETTI & GUCER INC | Equity | Liquidated | $0 | 0 | 0.17 | 1,366 | +Inf | 12-31-2023 | |
WESTSHORE WEALTH LLC | COM | 2553 | $402,925 | 1,363 | 0.00 | 0.00 | 1 | 0.07 | 12-31-2023 |
CHESLEY TAFT & ASSOCIATES LLC | COM | 2554 | $402,998 | 1,363 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |