Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GREENFIELD SAVINGS BANK | COM | 1251 | $627,170 | 3,881 | 0.00 | 0.00 | -88 | -2.22 | 03-31-2024 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | COM | 1252 | $626,846 | 3,879 | 0.00 | 0.00 | -1,392 | -26.41 | 03-31-2024 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 1253 | $579,000 | 3,877 | 0.04 | 3,877 | +Inf | 09-30-2022 | |
IHT WEALTH MANAGEMENT LLC | COM | 1254 | $626,281 | 3,875 | 0.00 | 0.00 | 356 | 10.12 | 03-31-2024 |