Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEW HAMPSHIRE TRUST | Equities | 1751 | $216,040 | 1,572 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
QUINTET PRIVATE BANK (EUROPE) SA | COM | 1752 | $248,049 | 1,568 | 0.00 | 0.00 | 1,162 | 286.21 | 03-31-2024 |
DRIVE WEALTH MANAGEMENT LLC | COM | 1753 | $215,115 | 1,565 | 0.00 | 0.00 | -13 | -0.82 | 03-31-2024 |
PALADIN ADVISORY GROUP LLC | COM | 1754 | $213,767 | 1,560 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |