Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BANGOR SAVINGS BANK | COM | 1951 | $2,522,085 | 13,850 | 0.00 | 0.00 | -347 | -2.44 | 03-31-2024 |
KAPSTONE FINANCIAL ADVISORS LLC | COM | 1952 | $2,519,710 | 13,837 | 0.00 | 0.00 | -118 | -0.85 | 03-31-2024 |
VIAWEALTH LLC | COM | 1953 | $2,143,854 | 13,834 | 0.00 | 0.00 | 628 | 4.76 | 12-31-2023 |
VERTEX PLANNING PARTNERS LLC | COM | 1954 | $2,142,460 | 13,825 | 0.00 | 0.00 | 3,032 | 28.09 | 12-31-2023 |