Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LARSON FINANCIAL GROUP LLC | COM | 801 | $4,279 | 22 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
EARNEST PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
NBC SECURITIES INC | Stock | 803 | $4,000 | 20 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SMITHFIELD TRUST CO | COM | 804 | $5,000 | 20 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |