Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRUCE G ALLEN INVESTMENTS LLC | Stock | 1251 | $7,481 | 87 | 0.00 | 87 | +Inf | 03-31-2024 | |
AVIOR WEALTH MANAGEMENT LLC | Stock | 1252 | $7,395 | 86 | 0.00 | 86 | +Inf | 03-31-2024 | |
FRANK RIMERMAN ADVISORS LLC | COM | 1253 | $7,309 | 85 | 0.00 | 85 | +Inf | 03-31-2024 | |
TRUST CO OF VERMONT | Com | 1254 | $7,137 | 83 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |