Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EXCALIBUR MANAGEMENT CORP | COM | 2801 | $751,384 | 1,289 | 0.00 | 0.00 | 18 | 1.42 | 12-31-2023 |
ST GERMAIN D J CO INC | Stock | 2802 | $1,000,457 | 1,286 | 0.00 | 0.00 | 40 | 3.21 | 03-31-2024 |
KLINGMAN & ASSOCIATES LLC | COM | 2803 | $1,000,457 | 1,286 | 0.00 | 0.00 | 9 | 0.70 | 03-31-2024 |
WEALTHSTREAM ADVISORS INC | COM | 2804 | $998,789 | 1,284 | 0.00 | 0.00 | -392 | -23.39 | 03-31-2024 |