Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AARON WEALTH ADVISORS LLC | COM | 1151 | $234,628 | 5,952 | 0.00 | 0.00 | 815 | 15.87 | 03-31-2024 |
ESSEX FINANCIAL SERVICES INC | Stock | 1152 | $240,490 | 5,938 | 0.00 | 5,938 | +Inf | 09-30-2023 | |
JT STRATFORD LLC | COM | 1153 | $214,514 | 5,934 | 0.00 | 5,934 | +Inf | 12-31-2023 | |
WADE G W & INC | COM | Liquidated | $0 | 0 | 0.01 | 5,913 | +Inf | 12-31-2023 |