Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PHOENIX HOLDINGS LTD | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,000 | -34.48 | 12-31-2023 |
CSENGE ADVISORY GROUP | COM | 1352 | $246,345 | 3,791 | 0.00 | 0.00 | -960 | -20.21 | 03-31-2024 |
ROCKLAND TRUST CO | COM | 1353 | $245,273 | 3,774 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
INTEGRATED ADVISORS NETWORK LLC | COM | 1354 | $223,841 | 3,749 | 0.00 | 0.00 | 98 | 2.68 | 12-31-2023 |