Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FREEDOM INVESTMENT MANAGEMENT INC | COM | 701 | $269,068 | 4,511 | 0.00 | 4,511 | +Inf | 03-31-2024 | |
CHOREO LLC | COM | 702 | $268,902 | 4,508 | 0.00 | 0.00 | -1,000 | -18.16 | 03-31-2024 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | FOREIGN STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KOSHINSKI ASSET MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 4,487 | +Inf | 12-31-2023 |