Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 101 | 37.00 | 03-31-2024 |
CARROLL FINANCIAL ASSOCIATES INC | Stock | 952 | $71,000 | 344 | 0.00 | 0.00 | -13 | -3.64 | 12-31-2021 |
FINANCIAL CONNECTIONS GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 954 | $60,000 | 321 | 0.01 | 0.01 | 18 | 5.94 | 06-30-2021 |