Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARBOUR INVESTMENTS INC | COM | 951 | $8,746 | 59 | 0.00 | 0.00 | 10 | 20.41 | 12-31-2023 |
WETZEL INVESTMENT ADVISORS INC | OC | 952 | $9,310 | 58 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 953 | $8,449 | 57 | 0.00 | 0.00 | 46 | 418.18 | 12-31-2023 |
PARKSIDE FINANCIAL BANK & TRUST | COM | 954 | $9,008 | 54 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |