Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MIDDLETON & CO INC/MA | COM | 1051 | $847,228 | 1,770 | 0.00 | 0.00 | -25 | -1.39 | 03-31-2024 |
1858 WEALTH MANAGEMENT LLC | COM | 1052 | $826,267 | 1,765 | 0.00 | 1,765 | +Inf | 03-31-2024 | |
LINDBROOK CAPITAL LLC | Stock | 1053 | $844,356 | 1,764 | 0.00 | 0.00 | 1,199 | 212.21 | 03-31-2024 |
EQUITABLE HOLDINGS INC | COM | 1054 | $843,399 | 1,762 | 0.00 | 0.00 | 143 | 8.83 | 03-31-2024 |