Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NBC SECURITIES INC | Stock | 951 | $71,000 | 1,860 | 0.01 | 0.00 | 1,000 | 116.28 | 03-31-2024 |
HM PAYSON & CO | COM | 952 | $61,524 | 1,800 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
INDEPENDENCE BANK OF KENTUCKY | COM | 953 | $67,585 | 1,750 | 0.00 | 0.00 | -389 | -18.19 | 03-31-2024 |
BAYSTATE WEALTH MANAGEMENT LLC | Stock | 954 | $59,743 | 1,747 | 0.00 | 1,747 | +Inf | 09-30-2023 |