Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BANGOR SAVINGS BANK | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -57 | -32.20 | 12-31-2023 |
LAUREL WEALTH ADVISORS LLC | COM | 1452 | $22,590 | 118 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NORTHWEST FINANCIAL ADVISORS | COM | 1453 | $22,129 | 116 | 0.00 | 0.00 | 31 | 36.47 | 03-31-2024 |
JFS WEALTH ADVISORS LLC | COM | 1454 | $21,825 | 114 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |