Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTH DIMENSIONS GROUP LTD | COM | 851 | $610,922 | 16,886 | 0.00 | 0.00 | 30 | 0.18 | 03-31-2024 |
NEVILLE RODIE & SHAW INC | COM | 852 | $611,000 | 16,878 | 0.05 | 0.05 | 0 | 0.00 | 03-31-2024 |
HARBOUR INVESTMENTS INC | COM | 853 | $597,766 | 16,595 | 0.00 | 0.00 | -1,503 | -8.30 | 12-31-2023 |
CFM WEALTH PARTNERS LLC | COM | 854 | $598,200 | 16,534 | 0.00 | 16,534 | +Inf | 03-31-2024 |