Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMICA MUTUAL INSURANCE CO | COM | 501 | $623,000 | 10,317 | 0.06 | 0.06 | 0 | 0.00 | 03-31-2024 |
CWM LLC | COM | 502 | $621,000 | 10,286 | 0.00 | 0.00 | -1,628 | -13.66 | 03-31-2024 |
MML INVESTORS SERVICES LLC | COM | 503 | $613,000 | 10,161 | 0.00 | 0.00 | 1,094 | 12.07 | 03-31-2024 |
FINER WEALTH MANAGEMENT INC | COM | 504 | $611,787 | 10,139 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |