Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BEAUMONT FINANCIAL ADVISORS LLC | Stock | 751 | $1,285,431 | 5,188 | 0.00 | 5,188 | +Inf | 03-31-2024 | |
BEAUMONT FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -7 | -0.13 | 03-31-2024 |
M&T BANK CORP | COM | 753 | $1,281,546 | 5,172 | 0.00 | 0.00 | 129 | 2.56 | 03-31-2024 |
BEAUMONT FINANCIAL PARTNERS LLC | COM | 754 | $755,000 | 5,120 | 0.07 | 0.07 | -25 | -0.49 | 09-30-2022 |