Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUNBELT SECURITIES INC | Stock | 551 | $20,542 | 166 | 0.00 | 166 | +Inf | 03-31-2024 | |
CENTERPOINT ADVISORS LLC | COM | 552 | $20,000 | 151 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
TRUST CO OF VERMONT | Com | 553 | $18,620 | 138 | 0.00 | 138 | +Inf | 12-31-2023 | |
LGT FINANCIAL ADVISORS LLC | COM | 554 | $18,620 | 138 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |