Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIELDPOINT PRIVATE SECURITIES LLC | Stock | 851 | $2,000 | 45 | 0.00 | 0.00 | -255 | -85.00 | 06-30-2022 |
UNION SAVINGS BANK | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JONES FINANCIAL COMPANIES LLLP | COMMON STOCK | 853 | $6,471 | 45 | 0.00 | 45 | +Inf | 03-31-2024 | |
TD WATERHOUSE CANADA INC | COM | Liquidated | $0 | 0 | 0.00 | 44 | +Inf | 12-31-2023 |