Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 901 | $6,026 | 69 | 0.00 | 0.00 | -1 | -1.43 | 03-31-2024 |
NBC SECURITIES INC | Stock | 902 | $5,000 | 67 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CAITLIN JOHN LLC | COM | 903 | $6,364 | 66 | 0.00 | 66 | +Inf | 12-31-2023 | |
ASSET DEDICATION LLC | Equities | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |