Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLONIAL TRUST ADVISORS | Stock | 601 | $2,287 | 75 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
STONE HOUSE INVESTMENT MANAGEMENT LLC | COM | 602 | $2,036 | 74 | 0.00 | 74 | +Inf | 03-31-2024 | |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 603 | $1,816 | 66 | 0.00 | 66 | +Inf | 03-31-2024 | |
HM PAYSON & CO | COM | 604 | $2,056 | 65 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |