Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARGENT TRUST CO | COMMON STOCK | 1101 | $353,567 | 439 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
STILES FINANCIAL SERVICES INC | COM | 1102 | $361,163 | 437 | 0.00 | 0.00 | 1 | 0.23 | 03-31-2024 |
CATALYST FINANCIAL PARTNERS LLC | COM | 1103 | $347,928 | 432 | 0.00 | 0.00 | 6 | 1.41 | 12-31-2023 |
BLUEPRINT INVESTMENT PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 429 | +Inf | 12-31-2023 |