Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KEY FINANCIAL INC | COM | 1451 | $84,395 | 1,303 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ANNAPOLIS FINANCIAL SERVICES LLC | COM | 1452 | $99,203 | 1,286 | 0.00 | 0.00 | -300 | -18.92 | 03-31-2024 |
MONTAG A & ASSOCIATES INC | COM | 1453 | $99,203 | 1,286 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TRUST CO OF VERMONT | Com | 1454 | $95,962 | 1,244 | 0.00 | 0.00 | -2 | -0.16 | 03-31-2024 |