Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REILLY FINANCIAL ADVISORS LLC | COM NEW | 851 | $4,000 | 50 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
ST GERMAIN D J CO INC | Stock | 852 | $2,324 | 47 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEWSQUARE CAPITAL LLC | Stock | 853 | $2,070 | 46 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
VALLEY NATIONAL ADVISERS INC | COM NEW | 854 | $2,000 | 45 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |