Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NTV ASSET MANAGEMENT LLC | SHS | 1401 | $1,364,072 | 15,652 | 0.00 | 0.00 | 207 | 1.34 | 03-31-2024 |
ESSEX FINANCIAL SERVICES INC | Stock | 1402 | $1,225,784 | 15,643 | 0.00 | 0.00 | 2,183 | 16.22 | 09-30-2023 |
NAVITER WEALTH LLC | SHS | 1403 | $1,373,133 | 15,634 | 0.00 | 0.00 | 4,778 | 44.01 | 03-31-2024 |
PETERSON WEALTH SERVICES | SHS | 1404 | $1,361,762 | 15,626 | 0.00 | 0.00 | 728 | 4.89 | 03-31-2024 |