Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BALDWIN BROTHERS LLC/MA | COM | 501 | $117,563 | 4,950 | 0.00 | 0.00 | -1,200 | -19.51 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 502 | $111,206 | 4,940 | 0.00 | 0.00 | 4,272 | 639.52 | 12-31-2023 |
KBC GROUP NV | COM | 503 | $116,000 | 4,904 | 0.00 | 0.00 | 844 | 20.79 | 03-31-2024 |
SARGENT BICKHAM LAGUDIS LLC | COM | 504 | $129,330 | 4,500 | 0.00 | 0.01 | 0 | 0.00 | 12-31-2022 |