Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEBSTER BANK N A | COM | 901 | $2,796 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MCILRATH & ECK LLC | COM | 902 | $2,712 | 194 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JFS WEALTH ADVISORS LLC | COM | 903 | $2,559 | 183 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 904 | $4,000 | 177 | 0.00 | 0.00 | 61 | 52.59 | 06-30-2021 |