Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RISE ADVISORS LLC | 0 | 1051 | $651 | 25 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ST GERMAIN D J CO INC | Stock | 1052 | $419 | 23 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DUNCKER STREETT & CO INC | COM | 1053 | $401 | 22 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CENTER FOR FINANCIAL PLANNING INC | COM | 1054 | $365 | 20 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |