Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERGANKDV WEALTH MANAGEMENT LLC | COM | 1401 | $125,557 | 378 | 0.00 | 0.00 | -8 | -2.07 | 06-30-2023 |
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 1402 | $158,715 | 362 | 0.00 | 0.00 | 24 | 7.10 | 03-31-2024 |
WEBSTER BANK N A | COM | 1403 | $157,400 | 359 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST PERSONAL FINANCIAL SERVICES | COM | 1404 | $135,980 | 358 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |