Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ABLE WEALTH MANAGEMENT LLC | Stock | 351 | $4,405 | 500 | 0.00 | 500 | +Inf | 12-31-2023 | |
PRIVATE TRUST CO NA | Com | 352 | $3,290 | 447 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BLUE TRUST INC | COM | 353 | $3,231 | 439 | 0.00 | 0.00 | -24 | -5.18 | 03-31-2024 |
FORTITUDE FAMILY OFFICE LLC | Stock | 354 | $3,076 | 418 | 0.00 | 0.00 | -192 | -31.48 | 03-31-2024 |