Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHILTON CAPITAL MANAGEMENT LLC | COM NEW | 2851 | $23,308 | 241 | 0.00 | 0.00 | -357 | -59.70 | 03-31-2024 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | COMMON STOCK | 2852 | $23,549 | 240 | 0.00 | 0.00 | 72 | 42.86 | 03-31-2024 |
HIBERNIA WEALTH PARTNERS LLC | COM NEW | Liquidated | $0 | 0 | 0.00 | 236 | +Inf | 12-31-2023 | |
ORG PARTNERS LLC | COMMON STOCK | 2854 | $21,998 | 229 | 0.00 | 229 | +Inf | 03-31-2024 |