Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 301 | $10,673 | 285 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
ASSETMARK INC | COM | 302 | $10,186 | 272 | 0.00 | 0.00 | 2 | 0.74 | 06-30-2024 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 303 | $11,356 | 250 | 0.00 | 0.00 | 25 | 11.11 | 06-30-2024 |
SMARTLEAF ASSET MANAGEMENT LLC | COM | 304 | $8,695 | 235 | 0.00 | 235 | +Inf | 06-30-2024 |