Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBAL WEALTH STRATEGIES & ASSOCIATES | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TRUST CO OF VERMONT | Com | Liquidated | $0 | 0 | 0.00 | 325 | +Inf | 12-31-2023 | |
DIVIDEND ASSETS CAPITAL LLC | MLP | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
NEWEDGE ADVISORS LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -194 | -39.59 | 12-31-2023 |