Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUST CO OF VERMONT | Com | 301 | $11,990 | 728 | 0.00 | 0.00 | 500 | 219.30 | 03-31-2024 |
PARALLEL ADVISORS LLC | REIT | 302 | $10,903 | 662 | 0.00 | 0.00 | -21 | -3.07 | 03-31-2024 |
FIRST MANHATTAN CO LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SIGNATUREFD LLC | COM | 304 | $8,416 | 511 | 0.00 | 0.00 | -48 | -8.59 | 03-31-2024 |