Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KEY FINANCIAL INC | COM | 1251 | $4,782 | 29 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GROVE BANK & TRUST | COM | 1252 | $5,304 | 29 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY INC | COM | Liquidated | $0 | 0 | 0.00 | 26 | +Inf | 03-31-2024 | |
SJS INVESTMENT CONSULTING INC | COM | 1254 | $4,573 | 25 | 0.00 | 0.00 | -1 | -3.85 | 03-31-2024 |