Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MAYFLOWER FINANCIAL ADVISORS LLC | COM | 2851 | $308,524 | 508 | 0.00 | 0.00 | 36 | 7.63 | 03-31-2024 |
PARK NATIONAL CORP /OH/ | Com | Liquidated | $0 | 0 | 0.00 | 0.00 | -159 | -23.87 | 03-31-2024 |
RAM INVESTMENT PARTNERS LLC | COM | 2853 | $307,926 | 507 | 0.00 | 0.00 | -2 | -0.39 | 03-31-2024 |
TOBIAS FINANCIAL ADVISORS INC | COM | 2854 | $245,874 | 505 | 0.00 | 505 | +Inf | 12-31-2023 |