Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RED CEDAR INVESTMENT MANAGEMENT LLC | COM | 1051 | $960,389 | 5,943 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PARSONS CAPITAL MANAGEMENT INC/RI | COM | 1052 | $957,965 | 5,928 | 0.00 | 0.00 | -261 | -4.22 | 03-31-2024 |
MATHER GROUP LLC | COM | 1053 | $917,479 | 5,925 | 0.00 | 0.00 | 1,273 | 27.36 | 12-31-2023 |
BANGOR SAVINGS BANK | COM | 1054 | $955,056 | 5,910 | 0.00 | 0.00 | 173 | 3.02 | 03-31-2024 |