Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COMPASS WEALTH MANAGEMENT LLC | COM | 1201 | $39,525 | 2,500 | 0.00 | 0.00 | -102 | -3.92 | 03-31-2024 |
SOUND INCOME STRATEGIES LLC | COM | 1202 | $38,434 | 2,431 | 0.00 | 0.00 | 544 | 28.83 | 03-31-2024 |
BALDWIN BROTHERS LLC/MA | COM | 1203 | $38,213 | 2,417 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HM PAYSON & CO | COM | 1204 | $25,932 | 2,410 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |