Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST COUNTY BANK /CT/ | Equities | 1351 | $378,695 | 1,161 | 0.00 | 1,161 | +Inf | 12-31-2022 | |
WENDELL DAVID ASSOCIATES INC | COMM | 1352 | $534,000 | 1,151 | 0.05 | 0.05 | -19 | -1.62 | 03-31-2024 |
WEALTHSTONE INC | Equities | 1353 | $318,000 | 1,137 | 0.11 | 1,137 | +Inf | 03-31-2021 | |
DELPHIA (USA) INC | SHS | 1354 | $324,000 | 1,126 | 0.22 | 1,126 | +Inf | 06-30-2022 |