Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATWOOD & PALMER INC | COM | 2801 | $34,251 | 82 | 0.00 | 0.00 | 5 | 6.49 | 03-31-2024 |
LIFESTEPS FINANCIAL INC | Stock | 2802 | $33,415 | 80 | 0.00 | 80 | +Inf | 03-31-2024 | |
NAUSET WEALTH MANAGEMENT LLC | COM | 2803 | $27,000 | 80 | 0.02 | 80 | +Inf | 03-31-2022 | |
STONEHAGE FLEMING FINANCIAL SERVICES HOLDINGS LTD | COM | 2804 | $25,885 | 80 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |