Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PROVIDENT WEALTH MANAGEMENT LLC | COM | 4401 | $338,685 | 2,141 | 0.00 | 0.00 | 51 | 2.44 | 03-31-2024 |
COLTON GROOME FINANCIAL ADVISORS LLC | COM | 4402 | $337,736 | 2,135 | 0.00 | 0.00 | -181 | -7.82 | 03-31-2024 |
FIRST INTERNATIONAL BANK & TRUST | Common Stock | 4403 | $333,857 | 2,130 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CREWE ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -526 | -19.84 | 12-31-2023 |