Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HM PAYSON & CO | COM NEW | 1401 | $52,112 | 314 | 0.00 | 0.00 | -25 | -7.37 | 09-30-2023 |
EAGLE BAY ADVISORS LLC | Stock | 1402 | $50,319 | 312 | 0.00 | 312 | +Inf | 03-31-2024 | |
RALEIGH CAPITAL MANAGEMENT INC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | -868 | -74.32 | 03-31-2024 |
BLUME CAPITAL MANAGEMENT INC | COM NEW | 1404 | $48,384 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |