Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VITALSTONE FINANCIAL LLC | Stock | 951 | $327,000 | 1,278 | 0.25 | 1,278 | +Inf | 03-31-2024 | |
GUARDIAN WEALTH ADVISORS LLC / NC | COM | 952 | $323,434 | 1,265 | 0.00 | 0.00 | -581 | -31.47 | 03-31-2024 |
SHARKEY HOWES & JAVER | COM | 953 | $322,027 | 1,259 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NBT BANK N A /NY | Com | 954 | $229,009 | 1,248 | 0.00 | 0.00 | 67 | 5.67 | 06-30-2023 |