Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALTMAN ADVISORS INC | COM | 2901 | $1,372,128 | 8,810 | 0.00 | 0.00 | 787 | 9.81 | 09-30-2023 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 2902 | $1,380,615 | 8,808 | 0.00 | 0.00 | -1,016 | -10.34 | 12-31-2023 |
FINER WEALTH MANAGEMENT INC | COM | 2903 | $1,392,912 | 8,805 | 0.00 | 0.00 | -2,375 | -21.24 | 03-31-2024 |
PINE HAVEN INVESTMENT COUNSEL INC | COM | 2904 | $1,391,645 | 8,797 | 0.00 | 0.00 | -77 | -0.87 | 03-31-2024 |