Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NVEST FINANCIAL LLC | COM | 2651 | $1,197,771 | 1,540 | 0.00 | 0.00 | -4 | -0.26 | 03-31-2024 |
SKY INVESTMENT GROUP LLC | COM | 2652 | $1,196,998 | 1,539 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FORTE CAPITAL LLC /ADV | COM | 2653 | $823,121 | 1,532 | 0.00 | 0.00 | 817 | 114.27 | 09-30-2023 |
ALPHA FAMILY TRUST | CMN | 2654 | $717,539 | 1,530 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |