Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 951 | $156,099 | 1,392 | 0.00 | 0.00 | 314 | 29.13 | 03-31-2024 |
RIVERVIEW TRUST CO | Com | Liquidated | $154,193 | 1,375 | 0.00 | 0.00 | 1,375 | +Inf | 03-31-2024 |
CAMBRIDGE TRUST CO | COM | 953 | $149,954 | 1,360 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CLEARSTEAD ADVISORS LLC | COM | 954 | $154,055 | 1,336 | 0.00 | 0.00 | -38 | -2.77 | 03-31-2024 |