Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LARSON FINANCIAL GROUP LLC | CL A | 2251 | $187,015 | 948 | 0.00 | 0.00 | 244 | 34.66 | 12-31-2023 |
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | CL A | 2252 | $159,735 | 944 | 0.00 | 0.00 | 565 | 149.08 | 03-31-2024 |
TRUST CO OF VERMONT | Com | 2253 | $157,704 | 932 | 0.00 | 0.00 | 77 | 9.01 | 03-31-2024 |
SPARTAN PLANNING & WEALTH MANAGEMENT | CL A | 2254 | $160,410 | 922 | 0.00 | 922 | +Inf | 09-30-2023 |