Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRUCE G ALLEN INVESTMENTS LLC | Stock | 2101 | $444,928 | 25,280 | 0.00 | 25,280 | +Inf | 03-31-2024 | |
ESSEX SAVINGS BANK | COMMON STOCK | 2102 | $422,479 | 25,193 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DORCHESTER WEALTH MANAGEMENT CO | COM | 2103 | $443,291 | 25,187 | 0.00 | 0.00 | -116 | -0.46 | 03-31-2024 |
LUMATURE WEALTH PARTNERS LLC | COM | 2104 | $401,382 | 25,165 | 0.00 | 0.00 | 7,600 | 43.27 | 06-30-2023 |