Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERSOURCE WEALTH ADVISORS LLC | Stock | 1051 | $7,809 | 202 | 0.00 | 0.00 | -605 | -74.97 | 12-31-2023 |
NEWBRIDGE FINANCIAL SERVICES GROUP INC | COM | 1052 | $7,475 | 202 | 0.00 | 0.00 | 1 | 0.50 | 03-31-2024 |
TRIFECTA CAPITAL ADVISORS LLC | COM | 1053 | $7,414 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SPIRE WEALTH MANAGEMENT | COM | 1054 | $7,266 | 196 | 0.00 | 0.00 | -105 | -34.88 | 03-31-2024 |