Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVONDALE WEALTH MANAGEMENT | Stock | 4951 | $35,233 | 250 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
RITTER DANIHER FINANCIAL ADVISORY LLC | CAP STK CL C | 4952 | $698,000 | 250 | 0.48 | 0.45 | 19 | 8.23 | 03-31-2022 |
PACIFIC EDGE ADVISORS LLC | CAP STK CL C | 4953 | $661,000 | 248 | 0.32 | 0.36 | -32 | -11.43 | 09-30-2021 |
CAMDEN NATIONAL BANK | COMMON STOCK | 4954 | $511,000 | 247 | 0.10 | 247 | +Inf | 03-31-2021 |