Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WOLFF WIESE MAGANA LLC | COM | 2001 | $30,055 | 102 | 0.00 | 0.00 | -3 | -2.86 | 03-31-2024 |
SOUND INCOME STRATEGIES LLC | COM | 2002 | $30,165 | 102 | 0.00 | 0.00 | 23 | 29.11 | 03-31-2024 |
BANGOR SAVINGS BANK | COM | 2003 | $30,054 | 102 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SOA WEALTH ADVISORS LLC | Stock | 2004 | $29,847 | 101 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |