Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LINDBROOK CAPITAL LLC | Stock | 1251 | $35,296 | 616 | 0.00 | 0.00 | -201 | -24.60 | 03-31-2024 |
MARK SHEPTOFF FINANCIAL PLANNING LLC | COM | 1252 | $33,546 | 600 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GHP INVESTMENT ADVISORS INC | COM | 1253 | $39,656 | 592 | 0.00 | 0.00 | -17 | -2.79 | 03-31-2023 |
BLUE TRUST INC | COM | 1254 | $34,000 | 580 | 0.00 | 0.00 | 206 | 55.08 | 12-31-2023 |