Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEWEDGE ADVISORS LLC | Common Stock | 701 | $14,999 | 1,138 | 0.00 | 0.00 | -2 | -0.18 | 03-31-2024 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | COMMON STOCK | 702 | $11,165 | 1,111 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CENTER FOR FINANCIAL PLANNING INC | COM | 703 | $14,498 | 1,100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TRUST CO OF VERMONT | Com | Liquidated | $13,799 | 1,047 | 0.00 | 0.00 | 1,047 | +Inf | 03-31-2024 |