Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GREENFIELD SAVINGS BANK | COM | 1151 | $520,760 | 3,010 | 0.00 | 0.00 | -95 | -3.06 | 03-31-2024 |
UNITED BANK | COMMON STOCK | 1152 | $519,030 | 3,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TAP CONSULTING LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SHUFRO ROSE & CO LLC | COM | 1154 | $519,031 | 3,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |