Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BAKER BOYER NATIONAL BANK | COMMON STOCK | 1901 | $431,220 | 1,205 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LEVEL FOUR ADVISORY SERVICES LLC | COM | 1902 | $360,542 | 1,204 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KELLEHER FINANCIAL ADVISORS | COM | 1903 | $428,258 | 1,197 | 0.00 | 0.00 | 222 | 22.77 | 03-31-2024 |
ROPES WEALTH ADVISORS LLC | COM | 1904 | $326,831 | 1,196 | 0.00 | 0.00 | -40 | -3.24 | 09-30-2023 |