Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST NATIONAL CORP /MA/ /ADV | COM | 3051 | $898,325 | 8,985 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DOPKINS WEALTH MANAGEMENT LLC | COM | 3052 | $1,056,246 | 8,983 | 0.00 | 8,983 | +Inf | 09-30-2023 | |
SFG WEALTH MANAGEMENT LLC | COM | 3053 | $1,044,085 | 8,982 | 0.00 | 0.00 | 5 | 0.06 | 03-31-2024 |
LM ADVISORS LLC | COM | 3054 | $953,000 | 8,979 | 0.15 | 8,979 | +Inf | 03-31-2024 |