Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BELL INVESTMENT ADVISORS INC | COM | 1501 | $51,487 | 131 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ST GERMAIN D J CO INC | Stock | 1502 | $51,094 | 130 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CAROLINAS WEALTH CONSULTING LLC | COM | 1503 | $50,426 | 129 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FARMERS & MERCHANTS INVESTMENTS INC | COM | 1504 | $44,856 | 129 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |