Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOSAIC FAMILY WEALTH PARTNERS LLC | COM | 2451 | $373,555 | 913 | 0.00 | 0.00 | 74 | 8.82 | 09-30-2023 |
CEDAR BROOK FINANCIAL PARTNERS LLC | COM | 2452 | $415,227 | 913 | 0.00 | 0.00 | 3 | 0.33 | 03-31-2024 |
RIVERVIEW TRUST CO | Com | 2453 | $414,841 | 912 | 0.00 | 0.00 | -100 | -9.88 | 03-31-2024 |
SECURE ASSET MANAGEMENT LLC | COM | 2454 | $414,795 | 912 | 0.00 | 0.00 | -418 | -31.43 | 03-31-2024 |