Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEBSTER BANK N A | COM | 1701 | $1,074,966 | 16,820 | 0.00 | 0.00 | 113 | 0.68 | 03-31-2024 |
CORE WEALTH MANAGEMENT INC | COM | 1702 | $1,247,525 | 16,813 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
CHATHAM CAPITAL GROUP INC | COM | 1703 | $1,020,979 | 16,809 | 0.00 | 0.00 | -2,390 | -12.45 | 12-31-2023 |
HEXAGON CAPITAL PARTNERS LLC | Stock | 1704 | $1,074,178 | 16,808 | 0.00 | 0.00 | 629 | 3.89 | 03-31-2024 |