Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 1151 | $74,431 | 559 | 0.00 | 0.00 | 359 | 179.50 | 03-31-2024 |
LENOX WEALTH ADVISORS LLC | COM | 1152 | $89,000 | 546 | 0.01 | 0.01 | -50 | -8.39 | 03-31-2022 |
FUTURE FINANCIAL WEALTH MANAGMENT LLC | Stock | 1153 | $72,567 | 545 | 0.00 | 545 | +Inf | 03-31-2024 | |
NEWEDGE ADVISORS LLC | Common Stock | 1154 | $72,567 | 545 | 0.00 | 0.00 | -3,990 | -87.98 | 03-31-2024 |