Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEDYARD NATIONAL BANK | Com | 1451 | $1,862,953 | 17,159 | 0.00 | 0.00 | -1,477 | -7.93 | 12-31-2023 |
JUMP FINANCIAL LLC | Common Stock | 1452 | $1,600,198 | 17,027 | 0.00 | 0.00 | 12,762 | 299.23 | 03-31-2024 |
IOWA STATE BANK | Com | 1453 | $1,598,600 | 17,010 | 0.00 | 0.00 | 6,568 | 62.90 | 03-31-2024 |
ROI FINANCIAL ADVISORS LLC | CL B | 1454 | $1,845,000 | 16,990 | 0.00 | 16,990 | +Inf | 12-31-2023 |