Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
YARBROUGH CAPITAL LLC | COM | 351 | $3,828,732 | 49,518 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | COMMON STOCK | 352 | $3,666,413 | 49,207 | 0.00 | 0.00 | -15,730 | -24.22 | 03-31-2024 |
CERITY PARTNERS LLC | Stock | Liquidated | $3,744,113 | 48,612 | 0.00 | 0.00 | 48,612 | +Inf | 03-31-2024 |
BOSTON PRIVATE WEALTH LLC | COM | 354 | $4,510,000 | 48,499 | 0.07 | 0.06 | -2,958 | -5.75 | 12-31-2021 |