Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GW&K INVESTMENT MANAGEMENT LLC | COMMON | 801 | $8,000 | 70 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HHM WEALTH ADVISORS LLC | COM | 803 | $8,180 | 70 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TORONTO DOMINION BANK | COM | 804 | $7,597 | 70 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |