Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SOUND VIEW WEALTH ADVISORS GROUP LLC | COM | 1401 | $2,642,299 | 23,247 | 0.00 | 0.00 | -1,910 | -7.59 | 03-31-2024 |
SULLIVAN BRUYETTE SPEROS & BLANEY LLC | COM | 1402 | $2,781,000 | 23,205 | 0.12 | 23,205 | +Inf | 03-31-2021 | |
HARBOUR INVESTMENTS INC | COM | 1403 | $2,553,558 | 23,199 | 0.00 | 0.00 | 3,067 | 15.23 | 12-31-2023 |
VENTURE VISIONARY PARTNERS LLC | COM | 1404 | $2,634,975 | 23,183 | 0.00 | 0.00 | 654 | 2.90 | 03-31-2024 |