Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LINSCOMB WEALTH INC | COM | 701 | $5,910,136 | 16,515 | 0.00 | 0.00 | -2,155 | -11.54 | 03-31-2024 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | COM | 702 | $5,865,489 | 16,390 | 0.00 | 0.00 | -405 | -2.41 | 03-31-2024 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 703 | $5,859,495 | 16,373 | 0.00 | 0.00 | 1,291 | 8.56 | 03-31-2024 |
BANK OF NEW HAMPSHIRE | COM | 704 | $5,792,842 | 16,187 | 0.00 | 0.00 | -179 | -1.09 | 03-31-2024 |