Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLSQUARE WEALTH MANAGEMENT LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BLUE TRUST INC | COM | 802 | $30,418 | 654 | 0.00 | 0.00 | 64 | 10.85 | 03-31-2024 |
CAMBRIDGE TRUST CO | COM | 803 | $32,396 | 650 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CONCOURSE FINANCIAL GROUP SECURITIES INC | COM | 804 | $33,460 | 641 | 0.00 | 0.00 | -8 | -1.23 | 09-30-2023 |