Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIFTH THIRD BANCORP | COM | 401 | $7,775 | 163 | 0.00 | 0.00 | -24 | -12.83 | 03-31-2024 |
CITY STATE BANK | COM | 402 | $8,000 | 160 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 403 | $7,177 | 152 | 0.00 | 0.00 | 123 | 424.14 | 12-31-2023 |
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | COM | 404 | $6,726 | 141 | 0.00 | 0.00 | 43 | 43.88 | 03-31-2024 |