Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEAN YIELD GROUP | Stock | 3301 | $155,907 | 1,436 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ADVISORNET FINANCIAL INC | Stock | 3302 | $134,861 | 1,435 | 0.00 | 0.00 | -87 | -5.72 | 03-31-2024 |
FIELD & MAIN BANK | COMMON STOCK - LARGE CAP | 3303 | $155,251 | 1,430 | 0.00 | 0.00 | 202 | 16.45 | 12-31-2023 |
TFC FINANCIAL MANAGEMENT INC | CL B | 3304 | $133,369 | 1,419 | 0.00 | 0.00 | 6 | 0.42 | 03-31-2024 |