Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST PACIFIC FINANCIAL | COM | 851 | $4,690 | 34 | 0.00 | 34 | +Inf | 03-31-2024 | |
KEY FINANCIAL INC | COM | 852 | $4,480 | 34 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEBSTER BANK N A | COM | 853 | $4,138 | 30 | 0.00 | 30 | +Inf | 03-31-2024 | |
NAPLES MONEY MANAGEMENT LLC | Stock | 854 | $3,862 | 28 | 0.00 | 0.00 | -4 | -12.50 | 03-31-2024 |