Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -115 | -32.76 | 03-31-2024 |
STEPHENS CONSULTING LLC | COM | 1852 | $31,136 | 229 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
HM PAYSON & CO | COM | 1853 | $24,017 | 227 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
OFI INVEST ASSET MANAGEMENT | COM | 1854 | $31,790 | 220 | 0.00 | 0.00 | -27 | -10.93 | 03-31-2024 |