Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SMITHFIELD TRUST CO | COM NEW | 601 | $9,000 | 80 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CORE WEALTH ADVISORS INC | COM NEW | 602 | $8,588 | 77 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LGT FINANCIAL ADVISORS LLC | COM NEW | 603 | $8,252 | 74 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FOURTHOUGHT FINANCIAL LLC | Stock | 604 | $4,000 | 68 | 0.00 | 68 | +Inf | 09-30-2022 |