Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PENOBSCOT INVESTMENT MANAGEMENT COMPANY INC | COM | 1651 | $2,053,808 | 7,805 | 0.00 | 0.00 | 264 | 3.50 | 12-31-2023 |
WORTH ASSET MANAGEMENT LLC | Stock | 1652 | $2,344,687 | 7,785 | 0.00 | 0.00 | -178 | -2.24 | 03-31-2024 |
BERKSHIRE BANK | COM | 1653 | $2,344,083 | 7,783 | 0.00 | 0.00 | -58 | -0.74 | 03-31-2024 |
CERTUITY LLC | COM | 1654 | $2,040,130 | 7,753 | 0.00 | 0.00 | 726 | 10.33 | 12-31-2023 |