Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IPSWICH INVESTMENT MANAGEMENT CO INC | SHS | 2701 | $211,426 | 2,426 | 0.00 | 0.00 | -245 | -9.17 | 03-31-2024 |
CONVERGENCE INVESTMENT PARTNERS LLC | SHS | 2702 | $211,000 | 2,418 | 0.08 | 0.10 | -10 | -0.41 | 03-31-2024 |
GATEWAY WEALTH PARTNERS LLC | SHS | Liquidated | $0 | 0 | 0.00 | 2,417 | +Inf | 12-31-2023 | |
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | SHS | 2704 | $199,513 | 2,410 | 0.00 | 0.00 | 1,084 | 81.75 | 12-31-2023 |