Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KINGSWOOD WEALTH ADVISORS LLC | COMMON STOCK | 1651 | $2,225,790 | 4,411 | 0.00 | 0.00 | -943 | -17.61 | 03-31-2024 |
BANGOR SAVINGS BANK | COM | 1652 | $2,225,790 | 4,411 | 0.00 | 0.00 | 24 | 0.55 | 03-31-2024 |
ORION CAPITAL MANAGEMENT LLC | COM | 1653 | $2,001,000 | 4,392 | 1.20 | 1.59 | 32 | 0.73 | 03-31-2022 |
IFP ADVISORS INC | cs | 1654 | $2,611,120 | 4,379 | 0.00 | 0.00 | 778 | 21.61 | 12-31-2023 |