Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BANGOR SAVINGS BANK | COM NEW | 1601 | $8,875 | 25 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | COM NEW | 1602 | $7,514 | 24 | 0.00 | 24 | +Inf | 12-31-2023 | |
AVION WEALTH | COM NEW | 1603 | $9,000 | 24 | 0.00 | 0.00 | 4 | 20.00 | 03-31-2024 |
HALPERN FINANCIAL INC | Stock | 1604 | $8,058 | 23 | 0.00 | 0.00 | -10 | -30.30 | 03-31-2024 |