Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GREENFIELD SAVINGS BANK | COM | 1001 | $261,764 | 3,559 | 0.00 | 0.00 | 1,048 | 41.74 | 03-31-2024 |
KG&L CAPITAL MANAGEMENTLLC | COM | 1002 | $259,779 | 3,532 | 0.00 | 3,532 | +Inf | 03-31-2024 | |
PURE FINANCIAL ADVISORS LLC | COM | 1003 | $258,675 | 3,517 | 0.00 | 0.00 | 18 | 0.51 | 03-31-2024 |
BETA WEALTH GROUP INC | COM | 1004 | $324,396 | 3,490 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |