Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DT INVESTMENT PARTNERS LLC | COM | 651 | $10,963 | 90 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BLUE TRUST INC | COM | 652 | $10,354 | 85 | 0.00 | 0.00 | -3 | -3.41 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 653 | $9,073 | 75 | 0.00 | 0.00 | 37 | 97.37 | 12-31-2023 |
CITY HOLDING CO | COMMODITIES | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |