Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FFT WEALTH MANAGEMENT LLC | COM | 701 | $270,221 | 629 | 0.00 | 629 | +Inf | 03-31-2024 | |
BALENTINE LLC | COM | 702 | $267,896 | 624 | 0.00 | 0.00 | -32 | -4.88 | 03-31-2024 |
CWM LLC | COM | 703 | $266,000 | 620 | 0.00 | 0.00 | 115 | 22.77 | 03-31-2024 |
PISCATAQUA SAVINGS BANK | EQUITIES | 704 | $265,269 | 618 | 0.00 | 0.00 | -4 | -0.64 | 03-31-2024 |