Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE WEALTH PARTNERS LLC | COM | 751 | $15,688,800 | 45,271 | 0.00 | 0.00 | -1,214 | -2.61 | 12-31-2023 |
CLEARSTEAD ADVISORS LLC | COM | 752 | $15,600,852 | 45,018 | 0.00 | 0.00 | -6,040 | -11.83 | 12-31-2023 |
LOWELL BLAKE & ASSOCIATES INC | COM | 753 | $13,589,544 | 44,974 | 0.00 | 3.44 | 22,380 | 99.05 | 09-30-2023 |
MOORS & CABOT INC | COM | 754 | $17,089,322 | 44,550 | 0.00 | 0.00 | 360 | 0.81 | 03-31-2024 |