Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MML INVESTORS SERVICES LLC | COM | 501 | $1,234,000 | 7,161 | 0.01 | 0.01 | -545 | -7.07 | 12-31-2023 |
TRUST CO OF VERMONT | Com | 502 | $1,194,429 | 7,076 | 0.00 | 0.00 | 307 | 4.54 | 03-31-2024 |
CORECAP ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.04 | 3,701 | 111.04 | 06-30-2023 |
AQUILA INVESTMENT MANAGEMENT LLC | COM | 504 | $1,181,600 | 7,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |