Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAGEGUARD FINANCIAL GROUP LLC | COM | 2301 | $333,000 | 1,733 | 5.22 | 1.61 | -14,538 | -89.35 | 09-30-2021 |
CAMDEN NATIONAL BANK | COMMON STOCK | 2302 | $400,000 | 1,725 | 0.08 | 1,725 | +Inf | 03-31-2021 | |
LAKERIDGE WEALTH MANAGEMENT LLC | COM | 2303 | $627,614 | 1,713 | 0.00 | 0.00 | -326 | -15.99 | 03-31-2024 |
RAAB & MOSKOWITZ ASSET MANAGEMENT LLC | COM | 2304 | $505,891 | 1,711 | 0.00 | 0.00 | -200 | -10.47 | 12-31-2023 |