Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE TRUST CO NA | Com | 1151 | $8,694 | 90 | 0.00 | 0.00 | 4 | 4.65 | 03-31-2024 |
SMITHFIELD TRUST CO | COM | 1152 | $9,000 | 90 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JNBA FINANCIAL ADVISORS | COM | 1153 | $6,767 | 88 | 0.00 | 88 | +Inf | 09-30-2023 | |
ADVISORNET FINANCIAL INC | Stock | 1154 | $8,404 | 87 | 0.00 | 0.00 | 31 | 55.36 | 03-31-2024 |