Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 701 | $38,454 | 510 | 0.00 | 0.00 | 120 | 30.77 | 03-31-2024 |
HM PAYSON & CO | SHS | 702 | $26,495 | 500 | 0.00 | 500 | +Inf | 09-30-2023 | |
ASSET DEDICATION LLC | Equities | 703 | $38,000 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LIVELSBERGER FINANCIAL ADVISORY | FGO | 704 | $27,682 | 468 | 0.00 | 468 | +Inf | 12-31-2023 |