Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BATH SAVINGS TRUST CO | Common Stock | 2401 | $290,979 | 1,642 | 0.00 | 0.00 | -488 | -22.91 | 03-31-2024 |
CHERRY TREE WEALTH MANAGEMENT LLC | COM | 2402 | $233,684 | 1,641 | 0.00 | 0.00 | -50 | -2.96 | 12-31-2023 |
MTM INVESTMENT MANAGEMENT LLC | COM | 2403 | $290,303 | 1,638 | 0.00 | 1,638 | +Inf | 03-31-2024 | |
INVESTMARK ADVISORY GROUP LLC | COM | 2404 | $233,193 | 1,637 | 0.00 | 0.20 | 129 | 8.55 | 12-31-2023 |