Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARCADIA INVESTMENT MANAGEMENT CORP/MI | COM | 1501 | $42,875 | 626 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CONCORD WEALTH PARTNERS | COM | 1502 | $42,532 | 621 | 0.00 | 0.00 | -280 | -31.08 | 03-31-2024 |
SONORA INVESTMENT MANAGEMENT LLC | COM | 1503 | $27,000 | 619 | 0.00 | 619 | +Inf | 09-30-2021 | |
BALDWIN BROTHERS LLC/MA | COM | 1504 | $41,094 | 600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |