Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ICON WEALTH ADVISORS LLC | Stock | 951 | $101,022 | 1,008 | 0.00 | 1,008 | +Inf | 03-31-2024 | |
TRUST CO OF VERMONT | Com | 952 | $100,721 | 1,005 | 0.00 | 0.00 | 32 | 3.29 | 03-31-2024 |
BERMAN CAPITAL ADVISORS LLC | Stock | 953 | $97,000 | 969 | 0.02 | 0.02 | 35 | 3.75 | 09-30-2021 |
FARTHER FINANCE ADVISORS LLC | Stock | 954 | $78,864 | 942 | 0.00 | 942 | +Inf | 06-30-2023 |