Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RESOURCES MANAGEMENT CORP /CT/ /ADV | Ordinary Share | 901 | $14 | 72 | 0.00 | 0.00 | -128 | -64.00 | 12-31-2023 |
PISCATAQUA SAVINGS BANK | EQUITIES | 902 | $5,230 | 70 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JFS WEALTH ADVISORS LLC | COM | 903 | $5,007 | 67 | 0.00 | 0.00 | -14 | -17.28 | 03-31-2024 |
SPIRE WEALTH MANAGEMENT | COM | 904 | $4,857 | 65 | 0.00 | 65 | +Inf | 03-31-2024 |