Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GREENFIELD SAVINGS BANK | COM | 551 | $399,798 | 4,008 | 0.00 | 0.00 | -168 | -4.02 | 03-31-2024 |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC | CO INC COM | 552 | $398,000 | 3,991 | 0.00 | 0.00 | -42 | -1.04 | 03-31-2024 |
INTERSECT CAPITAL LLC | COM | 553 | $216,000 | 3,964 | 0.07 | 0.05 | 0 | 0.00 | 06-30-2022 |
CETERA INVESTMENT ADVISERS | COM | 554 | $327,379 | 3,954 | 0.00 | 0.00 | 344 | 9.53 | 12-31-2023 |