Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ESSEX FINANCIAL SERVICES INC | Stock | 1201 | $216,562 | 2,532 | 0.00 | 0.00 | -238 | -8.59 | 09-30-2023 |
NEW HAMPSHIRE TRUST | Equities | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GM ADVISORY GROUP LLC | COM | 1203 | $228,790 | 2,515 | 0.00 | 2,515 | +Inf | 12-31-2023 | |
EUDAIMONIA PARTNERS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 2,514 | +Inf | 03-31-2024 |