Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GROVE BANK & TRUST | COM | 1501 | $1,039,668 | 4,163 | 0.00 | 0.00 | -13 | -0.31 | 03-31-2024 |
FOUNDATIONS INVESTMENT ADVISORS LLC | COM | 1502 | $1,039,032 | 4,160 | 0.00 | 0.00 | -96 | -2.26 | 03-31-2024 |
ELLEVEST INC | COM | 1503 | $1,036,846 | 4,152 | 0.00 | 0.00 | -119 | -2.79 | 03-31-2024 |
ARKADIOS WEALTH ADVISORS | Stock | 1504 | $1,032,341 | 4,134 | 0.00 | 0.00 | 30 | 0.73 | 03-31-2024 |