Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CREWE ADVISORS LLC | COM | 401 | $8,301 | 199 | 0.00 | 199 | +Inf | 12-31-2023 | |
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 403 | $5,932 | 130 | 0.00 | 0.00 | 49 | 60.49 | 03-31-2024 |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |