Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BUTENSKY & COHEN FINANCIAL SECURITY INC | Stock | 401 | $4,968,280 | 25,105 | 0.00 | 0.00 | -1,110 | -4.23 | 03-31-2024 |
VIDENT ADVISORY LLC | COM | 402 | $3,918,132 | 25,060 | 0.00 | 25,060 | +Inf | 09-30-2023 | |
HOWLAND CAPITAL MANAGEMENT LLC | COM | 403 | $4,374,626 | 25,058 | 0.00 | 0.00 | -250 | -0.99 | 12-31-2023 |
MD FINANCIAL MANAGEMENT INC | COM | 404 | $2,452,000 | 24,892 | 0.06 | 0.06 | 1,867 | 8.11 | 09-30-2021 |