Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC | COM | 1051 | $11,567 | 97 | 0.00 | 0.00 | -35 | -26.52 | 03-31-2024 |
FARMERS & MERCHANTS INVESTMENTS INC | COM | 1052 | $11,169 | 96 | 0.00 | 0.00 | 5 | 5.49 | 06-30-2023 |
DT INVESTMENT PARTNERS LLC | COM | 1053 | $10,937 | 92 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 1054 | $10,548 | 91 | 0.00 | 0.00 | 41 | 82.00 | 12-31-2023 |