Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISORNET FINANCIAL INC | Stock | 901 | $25,421 | 265 | 0.00 | 0.00 | 10 | 3.92 | 03-31-2024 |
AVIOR WEALTH MANAGEMENT LLC | Stock | 902 | $25,325 | 264 | 0.00 | 264 | +Inf | 03-31-2024 | |
PRIVATE TRUST CO NA | Com | 903 | $24,270 | 253 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WETZEL INVESTMENT ADVISORS INC | TXT | 904 | $23,238 | 251 | 0.00 | 0.01 | 38 | 17.84 | 03-31-2024 |