Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROCKLAND TRUST CO | COM | 1201 | $528,001 | 950 | 0.00 | 0.00 | -279 | -22.70 | 03-31-2024 |
S R SCHILL & ASSOCIATES | Stock | 1202 | $524,110 | 943 | 0.00 | 0.00 | -42 | -4.26 | 03-31-2024 |
FUKOKU MUTUAL LIFE INSURANCE CO | COM | 1203 | $433,058 | 940 | 0.00 | 0.00 | 92 | 10.85 | 12-31-2023 |
UNIQUE WEALTH STRATEGIES LLC | COM | 1204 | $520,931 | 937 | 0.00 | 0.00 | -630 | -40.20 | 03-31-2024 |