Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL ANALYSTS LLC | COM | 1951 | $294,000 | 6,740 | 0.01 | 0.02 | -2,112 | -23.86 | 03-31-2024 |
PROSSIMO ADVISORS LLC | COM | 1952 | $293,000 | 6,728 | 0.57 | 0.66 | -950 | -12.37 | 03-31-2024 |
FIRST COUNTY BANK /CT/ | Equities | 1953 | $303,148 | 6,692 | 0.00 | 6,692 | +Inf | 06-30-2023 | |
CAP PARTNERS LLC | COM | 1954 | $291,492 | 6,683 | 0.00 | 0.00 | 224 | 3.47 | 03-31-2024 |