Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLEAKLEY FINANCIAL GROUP LLC | COM | 501 | $413,595 | 707 | 0.00 | 0.00 | 46 | 6.96 | 03-31-2024 |
SIMPLICITY WEALTHLLC | COM | 502 | $413,595 | 707 | 0.00 | 707 | +Inf | 03-31-2024 | |
LEGACY WEALTH ASSET MANAGEMENT LLC | COM | 503 | $409,500 | 700 | 0.00 | 0.00 | -109 | -13.47 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 504 | $305,002 | 696 | 0.00 | 0.00 | -70 | -9.14 | 12-31-2023 |