Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRINCETON GLOBAL ASSET MANAGEMENT LLC | Stock | 2901 | $115,258 | 906 | 0.00 | 0.00 | 2 | 0.22 | 03-31-2024 |
MISSOURI TRUST & INVESTMENT CO | COM | 2902 | $114,552 | 900 | 0.00 | 0.00 | 751 | 504.03 | 03-31-2024 |
CREWE ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,236 | -57.89 | 12-31-2023 |
CLEARSTEAD TRUST LLC | Com | 2904 | $112,643 | 885 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |