Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HM PAYSON & CO | COM NEW | 851 | $28,687 | 90 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
TRIVANT CUSTOM PORTFOLIO GROUP LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | -60 | -40.27 | 12-31-2023 |
TRUST CO OF VERMONT | Com | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PARKSIDE FINANCIAL BANK & TRUST | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 24 | 41.38 | 03-31-2024 |