Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HIGHPOINT ADVISOR GROUP LLC | Common Stock | Liquidated | $0 | 0 | 0.01 | 0.01 | 165 | 1.34 | 12-31-2023 |
BOSTON PRIVATE WEALTH LLC | COM | 502 | $77,000 | 11,951 | 0.00 | 0.00 | -79 | -0.66 | 12-31-2021 |
CLEAR PERSPECTIVE ADVISORS LLC | CL A | 503 | $70,000 | 10,950 | 0.02 | 0.04 | -3,250 | -22.89 | 12-31-2021 |