Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC | COM | 801 | $6,482 | 211 | 0.00 | 0.00 | -1,110 | -84.03 | 03-31-2024 |
ST GERMAIN D J CO INC | Stock | 802 | $6,451 | 210 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HOESE & CO LLP | COMMON STOCK | 803 | $6,079 | 210 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEWBRIDGE FINANCIAL SERVICES GROUP INC | COM | 804 | $6,435 | 209 | 0.00 | 0.00 | -279 | -57.17 | 03-31-2024 |