Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIELDPOINT PRIVATE SECURITIES LLC | Stock | 1451 | $18,000 | 250 | 0.01 | 0.00 | -79 | -24.01 | 06-30-2022 |
TYLER-STONE WEALTH MANAGEMENT | COM | 1452 | $15,478 | 250 | 0.00 | 0.01 | 0 | 0.00 | 12-31-2023 |
CARMEL CAPITAL PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 250 | +Inf | 03-31-2024 | |
BANGOR SAVINGS BANK | COM | Liquidated | $13,438 | 250 | 0.00 | 0.00 | 250 | +Inf | 03-31-2024 |