Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BESSEMER GROUP INC | SC | 551 | $4,000 | 34 | 0.00 | 0.00 | -14 | -29.17 | 03-31-2023 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 552 | $3,122 | 32 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 553 | $5,000 | 31 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
BLUE TRUST INC | COM | 554 | $3,024 | 31 | 0.00 | 0.00 | -27 | -46.55 | 03-31-2024 |