Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUST CO OF VERMONT | Com | 1701 | $25,565 | 50 | 0.00 | 0.00 | -26 | -34.21 | 12-31-2023 |
FIELD & MAIN BANK | COMMON STOCK - LARGE CAP | 1702 | $25,564 | 50 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CADENT CAPITAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BERGANKDV WEALTH MANAGEMENT LLC | COM | 1704 | $18,925 | 50 | 0.00 | 0.00 | -17 | -25.37 | 06-30-2023 |