Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HANSEATIC MANAGEMENT SERVICES INC | COM | 651 | $13,344 | 42 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LGT FINANCIAL ADVISORS LLC | COM | 652 | $11,755 | 37 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRIVATE TRUST CO NA | Com | 653 | $11,438 | 36 | 0.00 | 0.00 | -40 | -52.63 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 654 | $7,198 | 35 | 0.00 | 35 | +Inf | 12-31-2023 |