Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATTICUS WEALTH MANAGEMENT LLC | COM | 1801 | $73,185 | 852 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RFP FINANCIAL GROUP LLC | AFL | 1802 | $70,491 | 821 | 0.00 | 0.00 | 110 | 15.47 | 03-31-2024 |
FRG FAMILY WEALTH ADVISORS LLC | COM | 1803 | $68,593 | 820 | 0.00 | 820 | +Inf | 03-31-2024 | |
BANGOR SAVINGS BANK | COM | 1804 | $69,461 | 809 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |