Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 451 | $107,654 | 504 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BEAIRD HARRIS WEALTH MANAGEMENT LLC | COM | 452 | $91,230 | 500 | 0.00 | 500 | +Inf | 09-30-2023 | |
US BANCORP \DE\ | COM | 453 | $103,809 | 486 | 0.00 | 0.00 | -31 | -6.00 | 12-31-2023 |
BANQUE CANTONALE VAUDOISE | COM | 454 | $109,000 | 414 | 0.00 | 0.00 | 40 | 10.70 | 03-31-2024 |