Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MINOT WEALTH MANAGEMENT LLC | CL A | 951 | $204,000 | 2,224 | 0.04 | 0.05 | -5 | -0.22 | 03-31-2022 |
GAMMA INVESTING LLC | Common Stock | 952 | $213,636 | 2,197 | 0.00 | 0.00 | 370 | 20.25 | 03-31-2024 |
GRYPHON FINANCIAL PARTNERS LLC | CL A | 953 | $213,443 | 2,195 | 0.00 | 2,195 | +Inf | 03-31-2024 | |
CITIZENS FINANCIAL GROUP INC/RI | CL A | 954 | $204,239 | 2,194 | 0.00 | 0.01 | -996 | -31.22 | 03-31-2024 |