Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JFS WEALTH ADVISORS LLC | SHS | 1001 | $126,803 | 1,592 | 0.00 | 0.00 | -11 | -0.69 | 03-31-2024 |
AMERICAN PORTFOLIOS ADVISORS | SHS | 1002 | $117,784 | 1,506 | 0.00 | 1,506 | +Inf | 09-30-2022 | |
SENTRY INVESTMENT MANAGEMENT LLC | Common | 1003 | $118,000 | 1,483 | 0.05 | 0.06 | 0 | 0.00 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 1004 | $129,556 | 1,444 | 0.00 | 0.00 | 146 | 11.25 | 12-31-2023 |