Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ESSEX SAVINGS BANK | COMMON STOCK | 1801 | $1,265,214 | 4,393 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KESSLER INVESTMENT GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 68 | 1.58 | 03-31-2024 |
MEEDER ASSET MANAGEMENT INC | COM | 1803 | $1,246,174 | 4,383 | 0.00 | 0.00 | -60,228 | -93.22 | 03-31-2024 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | Ordinary Share | 1804 | $1,245,000 | 4,380 | 0.18 | 0.00 | 4,092 | 1420.83 | 03-31-2024 |