Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MJP ASSOCIATES INC /ADV | COM | 1001 | $558,729 | 2,299 | 0.00 | 0.00 | -377 | -14.09 | 03-31-2024 |
STATE OF WYOMING | COM | 1002 | $442,204 | 2,298 | 0.00 | 0.06 | 1,349 | 142.15 | 06-30-2023 |
PERSONAL CFO SOLUTIONS LLC | COM | 1003 | $468,630 | 2,281 | 0.00 | 0.00 | 67 | 3.03 | 12-31-2023 |
CENTRAL TRUST CO | COM | 1004 | $552,317 | 2,273 | 0.00 | 0.00 | 7 | 0.31 | 03-31-2024 |