Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEGAL ADVANTAGE INVESTMENTS INC | COM | 3401 | $394,125 | 2,500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
S&CO INC | COM | 3402 | $394,000 | 2,500 | 0.03 | 0.03 | 0 | 0.00 | 12-31-2023 |
BIECHELE ROYCE ADVISORS | COM | 3403 | $393,000 | 2,493 | 0.13 | 0.15 | -20 | -0.80 | 12-31-2023 |
WEALTH ARCHITECTS LLC | COM | 3404 | $391,918 | 2,486 | 0.00 | 0.00 | -172 | -6.47 | 12-31-2023 |