Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INDIANA TRUST & INVESTMENT MANAGEMENT CO | Com | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HERITAGE WEALTH ADVISORS | COM | 1452 | $3,776 | 30 | 0.00 | 30 | +Inf | 03-31-2024 | |
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM NEW | 1453 | $3,777 | 30 | 0.00 | 0.00 | -41 | -57.75 | 03-31-2024 |
COPPELL ADVISORY SOLUTIONS LLC | SJM | 1454 | $3,665 | 29 | 0.00 | 29 | +Inf | 12-31-2023 |