Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RESURGENT FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -8 | -1.50 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 1752 | $98,102 | 515 | 0.00 | 0.00 | 6 | 1.18 | 12-31-2023 |
ROCKY MOUNTAIN ADVISERS LLC | COM | 1753 | $118,522 | 515 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
INDIANA TRUST & INVESTMENT MANAGEMENT CO | Com | 1754 | $116,681 | 507 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |