Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORWAY SAVINGS BANK | COM | 851 | $1,270,073 | 6,166 | 0.00 | 0.00 | 350 | 6.02 | 03-31-2024 |
KING LUTHER CAPITAL MANAGEMENT CORP | COM | 852 | $1,169,203 | 6,144 | 0.00 | 0.00 | 1,488 | 31.96 | 09-30-2023 |
UNITED BANK | COM | 853 | $1,264,511 | 6,139 | 0.00 | 0.00 | 64 | 1.05 | 03-31-2024 |
CONCORD WEALTH PARTNERS | COM | 854 | $1,263,062 | 6,132 | 0.00 | 0.00 | 1,052 | 20.71 | 03-31-2024 |