Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CFO4LIFE GROUP LLC | COM | 3551 | $201,048 | 1,827 | 0.00 | 1,827 | +Inf | 12-31-2023 | |
CONNOLLY SARAH T | Com | 3552 | $200,878 | 1,825 | 0.02 | 0.00 | -15,150 | -89.25 | 12-31-2023 |
SELECT ASSET MANAGEMENT & TRUST | COM | 3553 | $201,000 | 1,825 | 0.10 | 1,825 | +Inf | 12-31-2023 | |
LEGACY TRUST | COM | 3554 | $207,202 | 1,823 | 0.00 | 0.00 | -42 | -2.25 | 03-31-2024 |