Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORTITUDE FAMILY OFFICE LLC | Stock | 1101 | $2,293 | 31 | 0.00 | 0.00 | -95 | -75.40 | 03-31-2024 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | Ordinary Share | 1102 | $2,000 | 30 | 0.00 | 0.00 | -42 | -58.33 | 03-31-2024 |
PERKINS COIE TRUST CO | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 30 | +Inf | 12-31-2023 | |
REGISTER FINANCIAL ADVISORS LLC | COM | Liquidated | $2,219 | 30 | 0.00 | 0.00 | 30 | +Inf | 03-31-2024 |