Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEDYARD NATIONAL BANK | Com | 1901 | $201,756 | 3,679 | 0.00 | 3,679 | +Inf | 12-31-2023 | |
INTEGRIS WEALTH MANAGEMENT LLC | COM | 1902 | $212,372 | 3,666 | 0.00 | 3,666 | +Inf | 03-31-2024 | |
REGENT PEAK WEALTH ADVISORS LLC | COM | 1903 | $211,387 | 3,649 | 0.00 | 0.00 | -17 | -0.46 | 03-31-2024 |
WOODTRUST FINANCIAL CORP | COMMON STOCK | 1904 | $211,000 | 3,647 | 0.03 | 3,647 | +Inf | 03-31-2024 |