Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PEOPLE'S UNITED FINANCIAL INC | COM | 2101 | $734,000 | 1,166 | 0.02 | 0.02 | -1,015 | -46.54 | 03-31-2022 |
CFO4LIFE GROUP LLC | COM | 2102 | $1,299,015 | 1,164 | 0.00 | 0.00 | 761 | 188.83 | 12-31-2023 |
GIRARD PARTNERS LTD | Stock | 2103 | $1,299,154 | 1,163 | 0.00 | 0.00 | 9 | 0.78 | 12-31-2023 |
NEW ENGLAND RESEARCH & MANAGEMENT INC | CS | Liquidated | $1,539,000 | 1,161 | 0.76 | 0.68 | 1,161 | +Inf | 03-31-2024 |