Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ESSEX SAVINGS BANK | COMMON STOCK | 1901 | $419,157 | 1,398 | 0.00 | 0.00 | -5 | -0.36 | 06-30-2024 |
MASSACHUSETTS WEALTH MANAGEMENT | COM | 1902 | $404,187 | 1,395 | 0.00 | 0.00 | -10 | -0.71 | 03-31-2024 |
WALKER ASSET MANAGEMENT LLC | COM | 1903 | $416,852 | 1,390 | 0.00 | 0.00 | 1 | 0.07 | 06-30-2024 |
LINDBROOK CAPITAL LLC | Stock | 1904 | $415,878 | 1,387 | 0.00 | 0.00 | -125 | -8.27 | 06-30-2024 |