Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAIRD NORTON WETHERBY WEALTH MANAGEMENT LLC | COM CL A | 901 | $432,904 | 4,952 | 0.00 | 0.00 | -752 | -13.18 | 03-31-2024 |
CAMDEN NATIONAL BANK | COMMON STOCK | 902 | $431,680 | 4,938 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HERITAGE INVESTORS MANAGEMENT CORP | COM CL A | 903 | $353,000 | 4,900 | 0.01 | 0.02 | 0 | 0.00 | 12-31-2023 |
MATTERN WEALTH MANAGEMENT LLC | COM CL A | 904 | $351,884 | 4,890 | 0.00 | 0.00 | 500 | 11.39 | 12-31-2023 |