Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEBSTER BANK N A | CL A NEW | 651 | $68,182 | 40 | 0.00 | 40 | +Inf | 03-31-2024 | |
BALDWIN BROTHERS LLC/MA | CL A NEW | 652 | $64,773 | 38 | 0.00 | 0.00 | 36 | 1800.00 | 03-31-2024 |
TRADITION WEALTH MANAGEMENT LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ADVISORS PREFERRED LLC | COM | Liquidated | $0 | 0 | 0.00 | 35 | +Inf | 03-31-2024 |