Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
M&R CAPITAL MANAGEMENT INC | Stock | 1201 | $58,420 | 610 | 0.00 | 0.00 | 48 | 8.54 | 03-31-2024 |
ALLWORTH FINANCIAL LP | COM | 1202 | $57,763 | 607 | 0.00 | 0.00 | 2 | 0.33 | 06-30-2023 |
HARTFORD FINANCIAL MANAGEMENT INC | COM | 1203 | $58,056 | 600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
YHB INVESTMENT ADVISORS INC | Stock | 1204 | $51,767 | 535 | 0.00 | 535 | +Inf | 03-31-2024 |