Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CIBC PRIVATE WEALTH GROUP LLC | COM | 501 | $16,474 | 200 | 0.00 | 200 | +Inf | 03-31-2024 | |
HM PAYSON & CO | COM | 502 | $13,443 | 180 | 0.00 | 0.00 | -168 | -48.28 | 09-30-2023 |
ASSET DEDICATION LLC | Equities | 503 | $15,000 | 176 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BERMAN CAPITAL ADVISORS LLC | Stock | 504 | $13,000 | 166 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2021 |