Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | COMMON STOCK | 551 | $168,995 | 4,680 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
STONEBRIDGE CAPITAL ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CHILTON CAPITAL MANAGEMENT LLC | COM | 553 | $111,000 | 4,500 | 0.01 | 4,500 | +Inf | 06-30-2022 | |
KBC GROUP NV | COM | 554 | $132,000 | 4,349 | 0.00 | 4,349 | +Inf | 12-31-2023 |