Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN RESEARCH & MANAGEMENT CO | com | 2301 | $11,000 | 166 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
RAMIREZ ASSET MANAGEMENT INC | COM | 2302 | $8,166 | 166 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BALDWIN BROTHERS LLC/MA | COM | 2303 | $8,166 | 166 | 0.00 | 0.00 | -66 | -28.45 | 03-31-2024 |
SECURITY NATIONAL BANK | COM | 2304 | $7,821 | 159 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |