Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARLINGTON TRUST CO LLC | COM | 1351 | $53,731 | 405 | 0.00 | 0.00 | -102 | -20.12 | 03-31-2024 |
HERITAGE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.01 | 200 | 100.00 | 12-31-2023 |
GROVE BANK & TRUST | COM | 1353 | $54,724 | 400 | 0.00 | 0.00 | -15 | -3.61 | 12-31-2023 |
LENOX WEALTH ADVISORS LLC | COM | 1354 | $49,000 | 399 | 0.01 | 0.01 | 2 | 0.50 | 03-31-2022 |