Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEARSTEAD ADVISORS LLC | COM | 1401 | $134,699 | 1,850 | 0.00 | 0.00 | -16 | -0.86 | 03-31-2024 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 1402 | $126,570 | 1,848 | 0.00 | 0.00 | 739 | 66.64 | 03-31-2024 |
ST GERMAIN D J CO INC | Stock | 1403 | $121,912 | 1,780 | 0.00 | 0.00 | 1,700 | 2125.00 | 03-31-2024 |
CVA FAMILY OFFICE LLC | COM | 1404 | $102,324 | 1,770 | 0.00 | 1,770 | +Inf | 12-31-2023 |