Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HOBART PRIVATE CAPITAL LLC | COM | Liquidated | $217,732 | 1,116 | 0.00 | 0.00 | 1,116 | +Inf | 06-30-2021 |
GHP INVESTMENT ADVISORS INC | COM | 1802 | $148,295 | 1,108 | 0.00 | 0.01 | 58 | 5.52 | 03-31-2023 |
TRUST CO OF VERMONT | Com | 1803 | $116,519 | 1,101 | 0.00 | 0.00 | -1 | -0.09 | 03-31-2024 |
BOGART WEALTH LLC | REIT | 1804 | $114,900 | 1,086 | 0.00 | 0.00 | 28 | 2.65 | 03-31-2024 |