Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | COMMON STOCK | 901 | $48,930 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DECISIONPOINT FINANCIAL LLC | COM | 902 | $43,117 | 988 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEST TOWER GROUP LLC | COM | 903 | $46,022 | 963 | 0.00 | 963 | +Inf | 12-31-2023 | |
BANQUE CANTONALE VAUDOISE | COM | 904 | $50,000 | 933 | 0.00 | 0.00 | -68 | -6.79 | 03-31-2024 |