Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN RESEARCH & MANAGEMENT CO | com | 3151 | $6,000 | 101 | 0.00 | 101 | +Inf | 09-30-2022 | |
SAFEGUARD FINANCIAL LLC | Stock | Liquidated | $0 | 0 | 0.01 | 100 | +Inf | 12-31-2023 | |
BAYSTATE WEALTH MANAGEMENT LLC | Stock | 3153 | $10,353 | 100 | 0.00 | 0.00 | -25 | -20.00 | 09-30-2023 |
UNION SAVINGS BANK | COMMON STOCK | 3154 | $18,049 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |