Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PATTEN GROUP INC | COM | 701 | $384,405 | 981 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ROCKLAND TRUST CO | COM | 702 | $383,229 | 978 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
STEPHENS INC /AR/ | COM | 703 | $379,779 | 969 | 0.00 | 0.00 | 18 | 1.89 | 03-31-2024 |
SUNBURST FINANCIAL GROUP LLC | COM | 704 | $302,432 | 968 | 0.00 | 0.00 | -25 | -2.52 | 12-31-2023 |