Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROCKBRIDGE INVESTMENT MANAGEMENT LCC | COM SHS BEN IN | 201 | $52,000 | 2,000 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2021 |
CREWE ADVISORS LLC | COM SHS BEN IN | 202 | $41,600 | 2,000 | 0.00 | 2,000 | +Inf | 12-31-2023 | |
LINDBROOK CAPITAL LLC | CEF | 203 | $42,120 | 2,000 | 0.00 | 2,000 | +Inf | 03-31-2024 | |
HUNTINGTON NATIONAL BANK | EXCHANGE TRADED | 204 | $31,611 | 1,501 | 0.00 | 0.00 | -3,331 | -68.94 | 03-31-2024 |