Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CRITERION CAPITAL ADVISORS LLC | COM | 1001 | $3,056 | 175 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
CAMBRIDGE TRUST CO | COM | 1002 | $2,682 | 160 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DUNHILL FINANCIAL LLC | COM | 1003 | $2,702 | 155 | 0.00 | 0.00 | 39 | 33.62 | 06-30-2024 |
GENEOS WEALTH MANAGEMENT INC | COM | 1004 | $2,514 | 144 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |