Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONCORD WEALTH PARTNERS | COM | 701 | $7,412 | 45 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 702 | $6,754 | 41 | 0.00 | 0.00 | 13 | 46.43 | 03-31-2024 |
FIELDPOINT PRIVATE SECURITIES LLC | Stock | 703 | $7,000 | 40 | 0.00 | 0.01 | -105 | -72.41 | 06-30-2022 |
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |