Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 1201 | $66,240 | 202 | 0.00 | 0.00 | -15 | -6.91 | 03-31-2024 |
COMPAGNIE LOMBARD ODIER SCMA | COM | 1202 | $54,800 | 200 | 0.00 | 200 | +Inf | 12-31-2023 | |
HERITAGE WEALTH ADVISORS | COM | 1203 | $66,828 | 200 | 0.00 | 200 | +Inf | 03-31-2023 | |
SULLIVAN BRUYETTE SPEROS & BLANEY LLC | COM | 1204 | $107,000 | 198 | 0.00 | 198 | +Inf | 03-31-2021 |