Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEGACY CAPITAL GROUP CALIFORNIA INC | COM | 2751 | $271,516 | 2,828 | 0.00 | 0.00 | 308 | 12.22 | 12-31-2023 |
EASTERN BANK | COMMON STOCKS | 2752 | $271,324 | 2,826 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BOLTWOOD CAPITAL MANAGEMENT | COM | 2753 | $258,268 | 2,826 | 0.00 | 0.00 | -150 | -5.04 | 03-31-2024 |
FOUNDRY PARTNERS LLC | COM | 2754 | $269,788 | 2,810 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |