Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SYSTM WEALTH SOLUTIONS LLC | COM | 451 | $7,758 | 83 | 0.00 | 0.00 | -2,865 | -97.18 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 452 | $6,335 | 82 | 0.00 | 0.00 | 28 | 51.85 | 12-31-2023 |
ARCHER INVESTMENT CORP | COM | 453 | $6,946 | 75 | 0.00 | 75 | +Inf | 03-31-2024 | |
BELL INVESTMENT ADVISORS INC | COM | 454 | $6,113 | 66 | 0.00 | 0.00 | 6 | 10.00 | 03-31-2024 |