Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RIVER STREET ADVISORS LLC | COM | 2751 | $303,973 | 523 | 0.00 | 0.00 | -41 | -7.27 | 03-31-2024 |
M KULYK & ASSOCIATES LLC | COM | 2752 | $277,603 | 523 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CAPE COD FIVE CENTS SAVINGS BANK | COM | 2753 | $277,603 | 523 | 0.00 | 0.00 | -523 | -50.00 | 12-31-2023 |
BALBOA WEALTH PARTNERS | COM | 2754 | $277,133 | 522 | 0.00 | 0.00 | 10 | 1.95 | 12-31-2023 |