Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RETIREMENT PLANNING CO OF NEW ENGLAND INC | COM | 851 | $503,671 | 3,816 | 0.00 | 0.00 | -115 | -2.93 | 12-31-2023 |
HARBOUR INVESTMENT MANAGEMENT LLC | COM | 852 | $502,882 | 3,810 | 0.00 | 0.00 | -250 | -6.16 | 12-31-2023 |
DAYMARK WEALTH PARTNERS LLC | COM | 853 | $462,809 | 3,787 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ESSEX FINANCIAL SERVICES INC | Stock | 854 | $467,706 | 3,777 | 0.00 | 0.00 | 631 | 20.06 | 09-30-2023 |