Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIGMA PLANNING CORP | COM | 1101 | $419,728 | 8,930 | 0.00 | 0.00 | -23,861 | -72.77 | 12-31-2023 |
CIGNA INVESTMENTS INC /NEW | Common Stock | 1102 | $439,000 | 8,916 | 0.08 | 0.09 | -12 | -0.13 | 03-31-2024 |
HARBOUR TRUST & INVESTMENT MANAGEMENT CO | Com | 1103 | $416,467 | 8,861 | 0.00 | 8,861 | +Inf | 12-31-2023 | |
DELTA ASSET MANAGEMENT LLC/TN | COM | 1104 | $395,687 | 8,858 | 0.00 | 0.00 | -2,895 | -24.63 | 09-30-2023 |