Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIGNATUREFD LLC | COM | 951 | $173,865 | 4,791 | 0.00 | 0.00 | -1,663 | -25.77 | 03-31-2024 |
PRINCIPAL SECURITIES INC | COM | 952 | $164,138 | 4,523 | 0.00 | 0.00 | 318 | 7.56 | 03-31-2024 |
FIELDPOINT PRIVATE SECURITIES LLC | Stock | 953 | $160,000 | 4,494 | 0.05 | 0.04 | -131 | -2.83 | 06-30-2022 |
BOSTON PRIVATE WEALTH LLC | COM | 954 | $210,000 | 4,431 | 0.00 | 0.01 | -7,481 | -62.80 | 12-31-2021 |