Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORBENIC PARTNERS LLC | COM | 1501 | $9,000 | 62 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |
CAMBRIDGE TRUST CO | COM | Liquidated | $0 | 0 | 0.00 | 60 | +Inf | 12-31-2023 | |
SRS CAPITAL ADVISORS INC | COM | 1503 | $16,070 | 59 | 0.00 | 0.00 | 9 | 18.00 | 12-31-2023 |
PLANNING CAPITAL MANAGEMENT CORP | COM | 1504 | $17,743 | 57 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |