Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VESTOR CAPITAL LLC | COMMON STOCK | 1501 | $61,000 | 794 | 0.01 | 0.01 | -95 | -10.69 | 03-31-2024 |
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 1502 | $60,787 | 788 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BANGOR SAVINGS BANK | COM | 1503 | $60,786 | 788 | 0.00 | 0.00 | -142 | -15.27 | 03-31-2024 |
CORNERSTONE PLANNING GROUP LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 758 | +Inf | 12-31-2023 |