Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HM PAYSON & CO | COM | 1051 | $46,070 | 500 | 0.00 | 500 | +Inf | 09-30-2023 | |
BARRETT & COMPANY INC | COM | 1052 | $64,745 | 500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
MENDOTA FINANCIAL GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 493 | +Inf | 03-31-2024 | |
SUGARLOAF WEALTH MANAGEMENT LLC | Stock | 1054 | $68,254 | 491 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |