Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLARIUS GROUP LLC | COM | 951 | $279,654 | 1,529 | 0.00 | 0.00 | -293 | -16.08 | 03-31-2024 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | COM | 952 | $249,973 | 1,516 | 0.00 | 0.00 | -35 | -2.26 | 12-31-2023 |
APPLETON PARTNERS INC/MA | CS | 953 | $222,000 | 1,503 | 0.02 | 0.02 | 0 | 0.00 | 09-30-2023 |
LEGACY ADVISORS LLC | COM | 954 | $272,521 | 1,490 | 0.00 | 0.00 | 207 | 16.13 | 03-31-2024 |