Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GR FINANCIAL GROUP LLC | COM | 2551 | $258,977 | 1,487 | 0.00 | 0.00 | 25 | 1.71 | 03-31-2024 |
ESSEX FINANCIAL SERVICES INC | Stock | 2552 | $236,361 | 1,486 | 0.00 | 0.00 | -377 | -20.24 | 09-30-2023 |
BALBOA WEALTH PARTNERS | COM | 2553 | $258,444 | 1,484 | 0.00 | 0.00 | -1,582 | -51.60 | 03-31-2024 |
CARMEL CAPITAL PARTNERS LLC | COM | 2554 | $257,482 | 1,478 | 0.00 | 0.00 | -490 | -24.90 | 03-31-2024 |