Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE TRUST CO NA | Com | 851 | $11,484 | 67 | 0.00 | 0.00 | -34 | -33.66 | 03-31-2024 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 852 | $11,484 | 67 | 0.00 | 0.00 | 3 | 4.69 | 03-31-2024 |
YHB INVESTMENT ADVISORS INC | Stock | 853 | $11,141 | 65 | 0.00 | 65 | +Inf | 03-31-2024 | |
CARROLL FINANCIAL ASSOCIATES INC | Stock | 854 | $16,000 | 59 | 0.00 | 0.00 | 9 | 18.00 | 12-31-2021 |