Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
M&R CAPITAL MANAGEMENT INC | Stock | 3401 | $39,572 | 433 | 0.00 | 0.00 | 143 | 49.31 | 03-31-2024 |
KB FINANCIAL PARTNERS LLC | COM | 3402 | $38,000 | 416 | 0.01 | 0.03 | -595 | -58.85 | 09-30-2023 |
BANGOR SAVINGS BANK | COM | 3403 | $38,036 | 416 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CLEAR PERSPECTIVES FINANCIAL PLANNING LLC | COM | 3404 | $43,110 | 414 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |