Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EQUITABLE HOLDINGS INC | COM | 951 | $981,740 | 1,020 | 0.00 | 0.00 | 53 | 5.48 | 03-31-2024 |
KEYBANK NATIONAL ASSOCIATION/OH | COM | 952 | $980,759 | 1,019 | 0.00 | 0.00 | 67 | 7.04 | 03-31-2024 |
CONNECTICUT WEALTH MANAGEMENT LLC | COM | 953 | $971,152 | 1,009 | 0.00 | 0.00 | 13 | 1.31 | 03-31-2024 |
B RILEY WEALTH ADVISORS INC | COM | 954 | $827,646 | 1,006 | 0.00 | 0.00 | -158 | -13.57 | 03-31-2024 |