Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RICHARDSON FINANCIAL SERVICES INC | COMMON STOCKS | 1051 | $49,892 | 580 | 0.00 | 0.00 | -1 | -0.17 | 03-31-2024 |
CARROLL FINANCIAL ASSOCIATES INC | Stock | 1052 | $42,000 | 564 | 0.00 | 0.00 | 32 | 6.02 | 12-31-2021 |
BANGOR SAVINGS BANK | COM | 1053 | $47,913 | 557 | 0.00 | 0.00 | -250 | -30.98 | 03-31-2024 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 1054 | $39,000 | 552 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2021 |