Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ESSEX SAVINGS BANK | COMMON STOCK | 1651 | $1,233,926 | 5,884 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AVESTAR CAPITAL LLC | COM | 1652 | $1,206,870 | 5,880 | 0.00 | 0.00 | 1,183 | 25.19 | 03-31-2024 |
ALPHA OMEGA WEALTH MANAGEMENT LLC | COM | 1653 | $1,203,997 | 5,866 | 0.00 | 0.00 | -83 | -1.40 | 03-31-2024 |
ATOMI FINANCIAL GROUP INC | COM | 1654 | $1,197,839 | 5,836 | 0.00 | 0.00 | 2,849 | 95.38 | 03-31-2024 |