Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MEANS INVESTMENT CO INC | COM | 651 | $1,868,078 | 9,440 | 0.00 | 0.00 | 1 | 0.01 | 03-31-2024 |
CAPITAL INVESTMENT ADVISORY SERVICES LLC | COM | 652 | $1,864,971 | 9,424 | 0.00 | 0.00 | 447 | 4.98 | 03-31-2024 |
NORDEN GROUP LLC | COM | 653 | $1,846,570 | 9,328 | 0.00 | 9,328 | +Inf | 03-31-2024 | |
BRR OPCO LLC | COM | 654 | $996,000 | 9,307 | 0.12 | 9,307 | +Inf | 09-30-2022 |