Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST BANCORP INC /ME/ | COMMON STOCK | 3601 | $1,120,081 | 5,592 | 0.00 | 0.00 | 75 | 1.36 | 03-31-2024 |
LEGACY CAPITAL PARTNERS INC | Stock | 3602 | $762,000 | 5,591 | 0.25 | 0.28 | 75 | 1.36 | 03-31-2022 |
MOSAIC FAMILY WEALTH PARTNERS LLC | COM | 3603 | $810,517 | 5,589 | 0.00 | 0.00 | 21 | 0.38 | 09-30-2023 |
CARDIFF PARK ADVISORS LLC | COM | 3604 | $950,427 | 5,587 | 0.00 | 0.00 | 4 | 0.07 | 12-31-2023 |