Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RICHARD W PAUL & ASSOCIATES LLC | SPONSORED ADR | 801 | $3,087 | 872 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TRUST CO OF VERMONT | Com | Liquidated | $3,051 | 862 | 0.00 | 0.00 | 862 | +Inf | 03-31-2024 |
CLEARSTEAD ADVISORS LLC | SPONSORED ADR | 803 | $3,198 | 844 | 0.00 | 0.00 | 7 | 0.84 | 03-31-2024 |
TYLER-STONE WEALTH MANAGEMENT | SPONSORED ADR | 804 | $2,832 | 800 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |