Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISORY ALPHA LLC | COM | 1951 | $949,864 | 1,564 | 0.00 | 0.00 | 85 | 5.75 | 03-31-2024 |
HM PAYSON & CO | COM | 1952 | $590,189 | 1,563 | 0.00 | 0.00 | 100 | 6.84 | 09-30-2023 |
EVERGREEN WEALTH SOLUTIONS LLC | COM | 1953 | $760,507 | 1,562 | 0.00 | 0.00 | -277 | -15.06 | 12-31-2023 |
VENTURI WEALTH MANAGEMENT LLC | COM | 1954 | $948,651 | 1,562 | 0.00 | 0.00 | 130 | 9.08 | 03-31-2024 |