Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UNION SAVINGS BANK | COMMON STOCK | 1101 | $131,563 | 1,018 | 0.00 | 0.00 | -1,831 | -64.27 | 03-31-2024 |
FARTHER FINANCE ADVISORS LLC | Stock | 1102 | $113,320 | 1,006 | 0.00 | 1,006 | +Inf | 06-30-2023 | |
FOSTER DYKEMA CABOT & CO INC/MA | Common Stock | 1103 | $92,000 | 1,006 | 0.01 | 0.01 | 0 | 0.00 | 09-30-2023 |
MERCER CAPITAL ADVISERS INC | COM | 1104 | $124,000 | 1,000 | 0.07 | 0.06 | 0 | 0.00 | 09-30-2021 |