Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FOURTHOUGHT FINANCIAL LLC | Stock | 351 | $15,000 | 1,205 | 0.00 | 1,205 | +Inf | 09-30-2022 | |
GENEOS WEALTH MANAGEMENT INC | COM | 352 | $14,252 | 1,142 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 353 | $11,521 | 1,111 | 0.00 | 0.00 | 777 | 232.63 | 12-31-2023 |
FEDERATED HERMES INC | COM | 354 | $12,393 | 993 | 0.00 | 0.00 | -47,949 | -97.97 | 03-31-2024 |