Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SJS INVESTMENT CONSULTING INC | SHS | 1151 | $865 | 46 | 0.00 | 0.00 | 21 | 84.00 | 06-30-2024 |
VITALSTONE FINANCIAL LLC | Stock | 1152 | $846 | 45 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
HILLTOP NATIONAL BANK | SHS | 1153 | $942 | 45 | 0.00 | 45 | +Inf | 03-31-2024 | |
JAMISON PRIVATE WEALTH MANAGEMENT INC | SHS | Liquidated | $0 | 0 | 0.00 | 40 | +Inf | 06-30-2024 |