Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HM PAYSON & CO | COM | 2051 | $16,345 | 47 | 0.00 | 0.00 | 25 | 113.64 | 09-30-2023 |
SILICON VALLEY CAPITAL PARTNERS | Stock | 2052 | $15,836 | 45 | 0.00 | 45 | +Inf | 06-30-2023 | |
TRUST CO | COM | 2053 | $18,810 | 45 | 0.00 | 0.00 | -836 | -94.89 | 03-31-2024 |
CEDAR MOUNTAIN ADVISORS LLC | COM | 2054 | $18,392 | 44 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |