Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GROVE BANK & TRUST | COM | 701 | $49,817 | 510 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST MANHATTAN CO LLC | COM | 702 | $48,840 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JOHNSON FINANCIAL GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,016 | -81.03 | 12-31-2023 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 704 | $45,809 | 463 | 0.00 | 0.00 | 130 | 39.04 | 12-31-2023 |