Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE TRUST CO NA | Com | 1051 | $3,783 | 37 | 0.00 | 0.00 | -64 | -63.37 | 03-31-2024 |
BLUE TRUST INC | COM | 1052 | $3,578 | 35 | 0.00 | 0.00 | -244 | -87.46 | 03-31-2024 |
MACROVIEW INVESTMENT MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 34 | +Inf | 12-31-2023 | |
GLASSMAN WEALTH SERVICES | COM | 1054 | $3,063 | 29 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |