Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINTRUST CAPITAL ADVISORS LLC | COM CL A | 451 | $1,132 | 12 | 0.00 | 0.00 | -45 | -78.95 | 03-31-2024 |
UMB BANK NA | COM CL A | 452 | $1,131 | 12 | 0.00 | 12 | +Inf | 03-31-2024 | |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 453 | $1,121 | 11 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
LIFE PLANNING PARTNERS INC | PJT | 454 | $1,019 | 10 | 0.00 | 10 | +Inf | 12-31-2023 |