Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERSOURCE WEALTH ADVISORS LLC | Stock | 1101 | $26,670 | 185 | 0.00 | 0.00 | 46 | 33.09 | 12-31-2023 |
INDUSTRIAL ALLIANCE INVESTMENT MANAGEMENT INC | COM | 1102 | $25,000 | 185 | 0.01 | 0.01 | -2,379 | -92.78 | 06-30-2023 |
DELTA ASSET MANAGEMENT LLC/TN | COM | 1103 | $28,152 | 184 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
JFS WEALTH ADVISORS LLC | COM | 1104 | $27,628 | 181 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |