Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAUREL WEALTH ADVISORS LLC | COM | 1051 | $5,683 | 369 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VENTURI WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -33 | -8.94 | 03-31-2024 |
WEBSTER BANK N A | COM | 1053 | $4,851 | 315 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FARTHER FINANCE ADVISORS LLC | Stock | 1054 | $3,415 | 303 | 0.00 | 303 | +Inf | 06-30-2023 |