Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NWAM LLC | COM | 1351 | $200,981 | 439 | 0.00 | 439 | +Inf | 12-31-2023 | |
OXFORD ASSET MANAGEMENT LLP | COM | 1352 | $200,979 | 439 | 0.00 | 439 | +Inf | 12-31-2023 | |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 1353 | $200,643 | 438 | 0.00 | 0.00 | 5 | 1.15 | 12-31-2023 |
AARON WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 438 | +Inf | 03-31-2024 |