Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FARTHER FINANCE ADVISORS LLC | Stock | 401 | $232 | 71 | 0.00 | 0.00 | 3 | 4.41 | 06-30-2024 |
BANGOR SAVINGS BANK | COM | 402 | $209 | 64 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | 403 | $203 | 60 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SJS INVESTMENT CONSULTING INC | COM | 404 | $190 | 58 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |