Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHSTONE INC | Equities | 1101 | $283,000 | 1,889 | 0.10 | 1,889 | +Inf | 03-31-2021 | |
BROOKSTONE CAPITAL MANAGEMENT | COM | 1102 | $230,737 | 1,888 | 0.00 | 0.00 | 79 | 4.37 | 03-31-2024 |
TRUST CO OF VERMONT | Com | 1103 | $247,877 | 1,878 | 0.00 | 0.00 | -248 | -11.67 | 12-31-2023 |
NICOLET BANKSHARES INC | COMMON STOCK | 1104 | $247,481 | 1,875 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |