Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BANK OF NEW HAMPSHIRE | COM | 1601 | $1,455,652 | 8,065 | 0.00 | 0.00 | 7,180 | 811.30 | 03-31-2024 |
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | COM | 1602 | $912,198 | 8,008 | 0.00 | 0.00 | 608 | 8.22 | 06-30-2023 |
GAME PLAN FINANCIAL ADVISORS LLC | COM | 1603 | $1,444,100 | 8,001 | 0.00 | 0.67 | 39 | 0.49 | 03-31-2024 |
SMITHFIELD TRUST CO | COM | 1604 | $1,171,000 | 7,977 | 0.07 | 0.05 | 172 | 2.20 | 12-31-2023 |