Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SALOMON & LUDWIN LLC | COM | 2751 | $51,794 | 124 | 0.00 | 124 | +Inf | 03-31-2024 | |
GW&K INVESTMENT MANAGEMENT LLC | COMMON | 2752 | $46,000 | 120 | 0.00 | 0.00 | 16 | 15.38 | 12-31-2023 |
LGT FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 120 | +Inf | 12-31-2023 | |
BROMFIELD SNEIDER WEALTH ADVISORS | COM | 2754 | $50,123 | 120 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |