Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLARITY ASSET MANAGEMENT INC | COM | 1401 | $4,634 | 63 | 0.00 | 63 | +Inf | 03-31-2024 | |
ASSET DEDICATION LLC | Equities | 1402 | $5,000 | 62 | 0.00 | 0.00 | -62 | -50.00 | 03-31-2024 |
WEBSTER BANK N A | COM | 1403 | $4,413 | 60 | 0.00 | 60 | +Inf | 03-31-2024 | |
RFP FINANCIAL GROUP LLC | ON | 1404 | $4,339 | 59 | 0.00 | 0.00 | -31 | -34.44 | 03-31-2024 |