Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STONEBRIDGE CAPITAL ADVISORS LLC | REIT | Liquidated | $0 | 0 | 0.00 | 16 | +Inf | 12-31-2023 | |
IRON HORSE WEALTH MANAGEMENT LLC | COM | 1102 | $2,205 | 15 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SARGENT BICKHAM LAGUDIS LLC | COM | 1103 | $2,208 | 15 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2022 |
TRUST CO OF VERMONT | Com | Liquidated | $0 | 0 | 0.00 | 14 | +Inf | 03-31-2024 |