Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEBSTER BANK N A | COM | 1951 | $44,488 | 348 | 0.00 | 0.00 | 27 | 8.41 | 03-31-2024 |
NORTHWEST INVESTMENT COUNSELORS LLC | COM | Liquidated | $43,849 | 343 | 0.00 | 0.00 | 343 | +Inf | 03-31-2024 |
STRENGTHENING FAMILIES & COMMUNITIES LLC | COM | 1953 | $44,000 | 341 | 0.03 | 0.00 | 3 | 0.89 | 03-31-2024 |
BOGART WEALTH LLC | Stock | 1954 | $42,699 | 334 | 0.00 | 0.00 | 6 | 1.83 | 03-31-2024 |