Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEXT FINANCIAL GROUP INC | COM | 701 | $107,000 | 340 | 0.01 | 0.01 | 2 | 0.59 | 06-30-2021 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | COMMON STOCK | 702 | $65,255 | 322 | 0.00 | 0.00 | 1 | 0.31 | 03-31-2024 |
CLEARSTEAD ADVISORS LLC | COM | 703 | $63,649 | 313 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ROSENBERG MATTHEW HAMILTON | Stock | 704 | $66,567 | 300 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |