Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FOSTER DYKEMA CABOT & CO INC/MA | Common Stock | 851 | $8,000 | 38 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
CVA FAMILY OFFICE LLC | COM | 852 | $10,038 | 38 | 0.00 | 38 | +Inf | 12-31-2023 | |
LINDBROOK CAPITAL LLC | Stock | 853 | $10,158 | 37 | 0.00 | 0.00 | 15 | 68.18 | 03-31-2024 |
ZIONS BANCORPORATION NA | Com | 854 | $9,609 | 35 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |