Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RIVERVIEW TRUST CO | Com | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BEACON CAPITAL MANAGEMENT LLC | COM | 1552 | $29,974 | 86 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NVWM LLC | COM | 1553 | $41,841 | 86 | 0.00 | 0.00 | 25 | 40.98 | 09-30-2023 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 1554 | $29,472 | 85 | 0.00 | 85 | +Inf | 03-31-2024 |