Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTRAL TRUST CO | COM | 751 | $4,998 | 250 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JFS WEALTH ADVISORS LLC | COM | 752 | $4,778 | 239 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COPPELL ADVISORY SOLUTIONS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 229 | 2544.44 | 12-31-2023 |
NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC | COM | 754 | $4,538 | 227 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |