Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ST GERMAIN D J CO INC | Stock | 701 | $5,252 | 200 | 0.00 | 0.00 | -140 | -41.18 | 03-31-2024 |
OAKWORTH CAPITAL INC | COMMON STOCK | 702 | $7,378 | 200 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
TYLER-STONE WEALTH MANAGEMENT | COM | 703 | $5,252 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
1832 ASSET MANAGEMENT LP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |