Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRESILIUM PRIVATE WEALTH LLC | COM | 1151 | $294,071 | 2,412 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CONCURRENT INVESTMENT ADVISORS LLC | COM | 1152 | $293,567 | 2,408 | 0.00 | 0.00 | -1,297 | -35.01 | 03-31-2024 |
LINCOLN CAPITAL LLC | COM | 1153 | $259,102 | 2,406 | 0.00 | 0.08 | 0 | 0.00 | 12-31-2023 |
CAMDEN NATIONAL BANK | COMMON STOCK | 1154 | $412,000 | 2,400 | 0.08 | 2,400 | +Inf | 03-31-2021 |