Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERSOURCE WEALTH ADVISORS LLC | ADR | 501 | $33,356 | 823 | 0.00 | 0.00 | 126 | 18.08 | 12-31-2023 |
HANSON & DOREMUS INVESTMENT MANAGEMENT | ADR | 502 | $32,000 | 809 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
JONES FINANCIAL COMPANIES LLLP | ADR (AMERICAN DEPOSITOR RECEIPTS) | 503 | $31,694 | 805 | 0.00 | 805 | +Inf | 03-31-2024 | |
FINANCIAL MANAGEMENT PROFESSIONALS INC | Stock | 504 | $31,000 | 800 | 0.00 | 0.00 | 92 | 12.99 | 03-31-2024 |