Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
M&R CAPITAL MANAGEMENT INC | Stock | 1801 | $30,056 | 406 | 0.00 | 0.00 | 1 | 0.25 | 03-31-2024 |
STUDIO INVESTMENT MANAGEMENT LLC | MET | 1802 | $30,015 | 405 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CONCORD WEALTH PARTNERS | COM | 1803 | $30,014 | 405 | 0.00 | 0.00 | -4,384 | -91.54 | 03-31-2024 |
VENTURI WEALTH MANAGEMENT LLC | COM | 1804 | $29,423 | 397 | 0.00 | 0.00 | 51 | 14.74 | 03-31-2024 |