Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PROVENCE WEALTH MANAGEMENT GROUP | Common Stock | 851 | $40,543 | 504 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WEBSTER BANK N A | COM | 852 | $47,965 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FSC WEALTH ADVISORS LLC | COM | 853 | $46,430 | 484 | 0.00 | 0.00 | 242 | 100.00 | 03-31-2024 |
TRUST CO OF VERMONT | Com | 854 | $45,087 | 470 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |