Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUST CO OF VERMONT | Com | 901 | $93,077 | 219 | 0.00 | 0.00 | 200 | 1052.63 | 03-31-2024 |
SENTRY INVESTMENT MANAGEMENT LLC | Common | 902 | $91,000 | 218 | 0.04 | 0.04 | -23 | -9.54 | 12-31-2023 |
HIGHMARK WEALTH MANAGEMENT LLC | COM | 903 | $83,020 | 215 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
TFC FINANCIAL MANAGEMENT INC | COM | 904 | $85,853 | 202 | 0.00 | 0.00 | 1 | 0.50 | 03-31-2024 |