Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COMERICA SECURITIESINC | COM | 1251 | $983,506 | 10,184 | 0.00 | 0.00 | 11 | 0.11 | 09-30-2023 |
ESSEX FINANCIAL SERVICES INC | Stock | 1252 | $982,899 | 10,178 | 0.00 | 0.00 | -451 | -4.24 | 09-30-2023 |
NTV ASSET MANAGEMENT LLC | COM | 1253 | $987,121 | 10,142 | 0.00 | 0.00 | -167 | -1.62 | 12-31-2023 |
RITHOLTZ WEALTH MANAGEMENT | COM | 1254 | $1,147,238 | 10,115 | 0.00 | 0.00 | 283 | 2.88 | 03-31-2024 |