Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEBSTER BANK N A | COM | 901 | $4,118 | 15 | 0.00 | 15 | +Inf | 03-31-2024 | |
NAPLES MONEY MANAGEMENT LLC | Stock | 902 | $3,569 | 13 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RED TORTOISE LLC | Stock | 903 | $3,569 | 13 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 13 | +Inf | 03-31-2024 |