Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GW&K INVESTMENT MANAGEMENT LLC | COMMON | 951 | $7,000 | 120 | 0.00 | 0.00 | -142 | -54.20 | 12-31-2023 |
CONCORD WEALTH PARTNERS | COM | Liquidated | $0 | 0 | 0.00 | 114 | +Inf | 03-31-2024 | |
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 953 | $9,312 | 109 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST PERSONAL FINANCIAL SERVICES | COM | 954 | $6,409 | 105 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |