Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HM PAYSON & CO | COM | 301 | $40,014 | 2,850 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
BRAY CAPITAL ADVISORS | COM | 302 | $26,061 | 2,100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CLEARSTEAD ADVISORS LLC | COM | 303 | $31,080 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ROBLE BELKO & COMPANY INC | COM | 304 | $22,000 | 1,800 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |