Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HM PAYSON & CO | COM | 551 | $36,805 | 349 | 0.00 | 0.00 | 1 | 0.29 | 09-30-2023 |
CASTLEVIEW PARTNERS LLC | COM | 552 | $42,269 | 340 | 0.00 | 340 | +Inf | 12-31-2023 | |
CARMICHAEL HILL & ASSOCIATES INC | COM | 553 | $40,552 | 311 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PARALLEL ADVISORS LLC | Stock | 554 | $39,384 | 302 | 0.00 | 0.00 | 165 | 120.44 | 03-31-2024 |