Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERSOURCE WEALTH ADVISORS LLC | Stock | 951 | $25,657 | 78 | 0.00 | 0.00 | 74 | 1850.00 | 12-31-2023 |
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 20 | 36.36 | 12-31-2023 |
PARKSIDE FINANCIAL BANK & TRUST | COM | 953 | $30,299 | 73 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SMITHFIELD TRUST CO | COM | 954 | $31,000 | 73 | 0.00 | 0.00 | 16 | 28.07 | 03-31-2024 |