Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LIVFORSAKRINGSBOLAGET SKANDIA OMSESIDIGT | COM | 1151 | $29,670 | 344 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 74 | 29.37 | 03-31-2024 |
RIVERVIEW TRUST CO | Com | Liquidated | $27,431 | 319 | 0.00 | 0.00 | 319 | +Inf | 03-31-2024 |
BLUE BELL PRIVATE WEALTH MANAGEMENT LLC | Stock | 1154 | $26,743 | 311 | 0.00 | 0.00 | 1 | 0.32 | 03-31-2024 |