Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TWIN FOCUS CAPITAL PARTNERS LLC | COM | 3951 | $1,376,424 | 9,059 | 0.00 | 0.00 | 6,654 | 276.67 | 12-31-2023 |
CENTERPOINT ADVISORS LLC | COM | 3952 | $1,372,000 | 9,033 | 0.54 | 0.49 | 23 | 0.26 | 12-31-2023 |
HILLTOP PARTNERS LLC | COM | 3953 | $1,372,150 | 9,031 | 0.00 | 0.00 | 1,701 | 23.21 | 12-31-2023 |
BRYANT WOODS INVESTMENT ADVISORS LLC | COM | 3954 | $1,370,803 | 9,022 | 0.00 | 0.00 | -1,091 | -10.79 | 12-31-2023 |