Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 451 | $6,705 | 426 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRIVATE TRUST CO NA | Com | 452 | $6,595 | 419 | 0.00 | 0.00 | -65 | -13.43 | 03-31-2024 |
NORTH STAR INVESTMENT MANAGEMENT CORP | COM | 453 | $6,438 | 409 | 0.00 | 409 | +Inf | 03-31-2024 | |
CARROLL FINANCIAL ASSOCIATES INC | Stock | 454 | $20,000 | 389 | 0.00 | 0.00 | 64 | 19.69 | 12-31-2021 |