Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ENGRAVE WEALTH PARTNERS LLC | COM | 3251 | $260,756 | 2,369 | 0.00 | 0.00 | 77 | 3.36 | 12-31-2023 |
TRIAGEN WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CABOT WEALTH MANAGEMENT INC | COM | 3253 | $259,655 | 2,359 | 0.00 | 0.03 | 61 | 2.65 | 12-31-2023 |
CAPE ANN SAVINGS BANK | Common Stock | 3254 | $265,676 | 2,348 | 0.00 | 2,348 | +Inf | 12-31-2023 |