Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAWYER & COMPANY INC | COM | 2751 | $47,982 | 1,100 | 0.00 | 0.03 | -324 | -22.75 | 03-31-2024 |
SPOTLIGHT ASSET GROUP INC | Stock | 2752 | $46,087 | 1,096 | 0.00 | 1,096 | +Inf | 12-31-2023 | |
SCARBOROUGH ADVISORS LLC | COM | 2753 | $47,240 | 1,083 | 0.00 | 0.00 | -779 | -41.84 | 03-31-2024 |
GW&K INVESTMENT MANAGEMENT LLC | COMMON | 2754 | $47,000 | 1,077 | 0.00 | 0.00 | -2,921 | -73.06 | 03-31-2024 |