Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SILICON VALLEY CAPITAL PARTNERS | ADR | 551 | $15,610 | 394 | 0.00 | 394 | +Inf | 06-30-2023 | |
WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NISA INVESTMENT ADVISORS LLC | XXX | 553 | $14,513 | 358 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ARLINGTON TRUST CO LLC | COM | 554 | $13,186 | 335 | 0.00 | 0.00 | -44 | -11.61 | 03-31-2024 |