Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TOWER RESEARCH CAPITAL LLC (TRC) | COM | 301 | $156,580 | 3,010 | 0.00 | 0.00 | -14,312 | -82.62 | 03-31-2024 |
BAYSTATE WEALTH MANAGEMENT LLC | Stock | 302 | $135,650 | 2,763 | 0.00 | 0.00 | 57 | 2.11 | 09-30-2023 |
HM PAYSON & CO | COM | 303 | $122,725 | 2,500 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
METROPOLITAN LIFE INSURANCE CO/NY | COM | 304 | $118,398 | 2,276 | 0.00 | 0.00 | -233 | -9.29 | 03-31-2024 |