Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIGNATUREFD LLC | COM | 701 | $993 | 49 | 0.00 | 0.00 | -234 | -82.69 | 03-31-2024 |
LOWE WEALTH ADVISORS LLC | COM | 702 | $732 | 45 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
BEAR MOUNTAIN CAPITAL INC | Stock | 703 | $759 | 42 | 0.00 | 42 | +Inf | 12-31-2023 | |
PISCATAQUA SAVINGS BANK | EQUITIES | 704 | $851 | 42 | 0.00 | 42 | +Inf | 03-31-2024 |