Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GRADIENT INVESTMENTS LLC | COM | 1801 | $8,566 | 239 | 0.00 | 0.00 | -4 | -1.65 | 03-31-2024 |
STONEHAGE FLEMING FINANCIAL SERVICES HOLDINGS LTD | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DIVIDEND ASSETS CAPITAL LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LEGACY BRIDGE LLC | COM | 1804 | $8,064 | 225 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |