Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KEENER FINANCIAL PLANNING LLC | COM | 951 | $12,000 | 228 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
CVA FAMILY OFFICE LLC | COM | 952 | $11,183 | 218 | 0.00 | 218 | +Inf | 12-31-2023 | |
QUARRY LP | COM | 953 | $10,055 | 196 | 0.00 | 196 | +Inf | 12-31-2023 | |
BANGOR SAVINGS BANK | COM | 954 | $9,727 | 193 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |