Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARBOUR INVESTMENTS INC | COM | 401 | $13,943 | 339 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 402 | $13,281 | 336 | 0.00 | 0.00 | 3 | 0.90 | 03-31-2024 |
BESSEMER GROUP INC | SNC | 403 | $14,000 | 321 | 0.00 | 0.00 | -235 | -42.27 | 03-31-2023 |
COREFIRST BANK & TRUST | Com | 404 | $11,853 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |