Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST COUNTY BANK /CT/ | Equities | 3251 | $762,474 | 6,303 | 0.00 | 6,303 | +Inf | 06-30-2023 | |
ADVANCE CAPITAL MANAGEMENT INC | CAP STK CL C | 3252 | $959,086 | 6,299 | 0.00 | 0.00 | 2,330 | 58.70 | 03-31-2024 |
RDA FINANCIAL NETWORK | CAP STK CL C | 3253 | $958,933 | 6,298 | 0.00 | 0.00 | 1,665 | 35.94 | 03-31-2024 |
PROSPERITY FINANCIAL GROUP INC | CAP STK CL C | 3254 | $884,618 | 6,277 | 0.00 | 0.00 | 1,502 | 31.46 | 12-31-2023 |