Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTRAL TRUST CO | COM | 951 | $192,959 | 205 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
IMPACT PARTNERSHIP WEALTH LLC | COM | 952 | $191,077 | 203 | 0.00 | 0.00 | 47 | 30.13 | 03-31-2024 |
FERNWOOD INVESTMENT MANAGEMENT LLC | Stock | 953 | $188,252 | 200 | 0.00 | 200 | +Inf | 03-31-2024 | |
ENDURANCE WEALTH MANAGEMENT INC | Stock | 954 | $106,000 | 200 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2023 |