Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GRANDFIELD & DODD LLC | COM | 601 | $710,578 | 2,018 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CIM INVESTMENT MANAGEMENT INC | COM | 602 | $796,169 | 2,012 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WELLINGTON SHIELDS & CO LLC | Stock | 603 | $791,420 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WELLINGTON SHIELDS CAPITAL MANAGEMENT LLC | Stock | 604 | $791,420 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |