Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VALLEY WEALTH MANAGERS INC | Stock | 1501 | $4,712,917 | 29,047 | 0.00 | 0.00 | -2,513 | -7.96 | 03-31-2024 |
BAYSTATE WEALTH MANAGEMENT LLC | Stock | 1502 | $4,212,091 | 28,877 | 0.00 | 0.00 | 18,242 | 171.53 | 09-30-2023 |
CONSTITUTION CAPITAL LLC | COM | 1503 | $4,682,048 | 28,857 | 0.00 | 0.00 | 3,711 | 14.76 | 03-31-2024 |
AMERICAN NATIONAL INSURANCE CO | COM | 1504 | $4,401,000 | 28,800 | 1.19 | 1.19 | -4,145 | -12.58 | 03-31-2022 |