Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BAYSTATE WEALTH MANAGEMENT LLC | Stock | 1101 | $13,538 | 132 | 0.00 | 0.00 | 51 | 62.96 | 09-30-2023 |
RIVERVIEW TRUST CO | Com | Liquidated | $16,142 | 130 | 0.00 | 0.00 | 130 | +Inf | 03-31-2024 |
FIRST HORIZON ADVISORS INC | COMMON STOCK | 1103 | $15,272 | 123 | 0.00 | 0.00 | -24 | -16.33 | 03-31-2024 |
JNBA FINANCIAL ADVISORS | COM | 1104 | $12,275 | 120 | 0.00 | 0.00 | 67 | 126.42 | 09-30-2023 |