Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HM PAYSON & CO | CL A | 1551 | $134,866 | 933 | 0.00 | 0.00 | 79 | 9.25 | 09-30-2023 |
PALADIN ADVISORY GROUP LLC | CL A | 1552 | $140,628 | 925 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WETZEL INVESTMENT ADVISORS INC | EL | 1553 | $128,157 | 885 | 0.00 | 0.07 | 68 | 8.32 | 03-31-2024 |
TRITONPOINT WEALTH LLC | CL A | 1554 | $405,259 | 880 | 0.00 | 0.00 | -1,908 | -68.44 | 03-31-2024 |