Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FOURTHOUGHT FINANCIAL LLC | Stock | 1251 | $29,000 | 469 | 0.00 | 469 | +Inf | 09-30-2022 | |
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 1252 | $33,833 | 460 | 0.00 | 0.00 | 49 | 11.92 | 03-31-2024 |
PRIVATE TRUST CO NA | Com | 1253 | $33,245 | 452 | 0.00 | 0.00 | 3 | 0.67 | 03-31-2024 |
AVIOR WEALTH MANAGEMENT LLC | Stock | 1254 | $33,171 | 451 | 0.00 | 0.00 | 431 | 2155.00 | 03-31-2024 |