Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TYLER-STONE WEALTH MANAGEMENT | COM | 1551 | $51,217 | 515 | 0.00 | 0.03 | 40 | 8.42 | 12-31-2023 |
BROWN BROTHERS HARRIMAN & CO | Common Stock | 1552 | $50,620 | 509 | 0.00 | 0.00 | -410 | -44.61 | 12-31-2023 |
TRUST CO OF VERMONT | Com | 1553 | $49,725 | 500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
STEPHENS CONSULTING LLC | COM | 1554 | $49,725 | 500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |