Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SMARTLEAF ASSET MANAGEMENT LLC | COM | 1701 | $6,246 | 161 | 0.00 | 161 | +Inf | 12-31-2023 | |
UNION SAVINGS BANK | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SAFEGUARD FINANCIAL LLC | Stock | Liquidated | $0 | 0 | 0.00 | 158 | +Inf | 12-31-2023 | |
FSA WEALTH MANAGEMENT LLC | Equity | 1704 | $6,000 | 153 | 0.00 | 153 | +Inf | 12-31-2023 |