Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BANGOR SAVINGS BANK | COM | 1701 | $55,238 | 371 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DELTA ASSET MANAGEMENT LLC/TN | COM | 1702 | $35,909 | 370 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
VENTURI WEALTH MANAGEMENT LLC | COM | 1703 | $54,643 | 367 | 0.00 | 0.00 | 29 | 8.58 | 03-31-2024 |
BERGANKDV WEALTH MANAGEMENT LLC | COM | 1704 | $38,608 | 353 | 0.00 | 0.00 | -10 | -2.75 | 06-30-2023 |