Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ICW INVESTMENT ADVISORS LLC | COM | 1901 | $1,090,128 | 4,433 | 0.00 | 0.00 | 141 | 3.29 | 03-31-2024 |
ARS INVESTMENT PARTNERS LLC | COM | 1902 | $1,083,568 | 4,406 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEALTHSOURCE PARTNERS LLC | COM | 1903 | $883,544 | 4,390 | 0.00 | 0.07 | 461 | 11.73 | 03-31-2023 |
NEW ENGLAND PROFESSIONAL PLANNING GROUP INC | COM | 1904 | $1,073,977 | 4,367 | 0.00 | 0.00 | 2,001 | 84.57 | 03-31-2024 |