Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ZRC WEALTH MANAGEMENT LLC | COM | 1251 | $38,946 | 233 | 0.00 | 233 | +Inf | 03-31-2024 | |
CLEAR PERSPECTIVES FINANCIAL PLANNING LLC | COM | 1252 | $34,135 | 220 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
UNION SAVINGS BANK | COMMON STOCK | 1253 | $36,103 | 216 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JONES FINANCIAL COMPANIES LLLP | COM | 1254 | $35,160 | 214 | 0.00 | 214 | +Inf | 12-31-2023 |