Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COMPAGNIE LOMBARD ODIER SCMA | COM | 901 | $26,218 | 200 | 0.00 | 200 | +Inf | 03-31-2024 | |
BANGOR SAVINGS BANK | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -100 | -33.33 | 12-31-2023 |
SUTTON WEALTH ADVISORS INC | Stock | 903 | $17,418 | 189 | 0.00 | 0.00 | -39 | -17.11 | 09-30-2023 |
NORTHWEST INVESTMENT COUNSELORS LLC | COM | Liquidated | $24,252 | 185 | 0.00 | 0.00 | 185 | +Inf | 03-31-2024 |