Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL PLANNING ADVISORS LLC | COM | 1351 | $491,105 | 1,026 | 0.00 | 0.00 | -14 | -1.35 | 03-31-2024 |
ESSEX FINANCIAL SERVICES INC | Stock | 1352 | $450,841 | 1,024 | 0.00 | 0.00 | -1,273 | -55.42 | 09-30-2023 |
ATTICUS WEALTH MANAGEMENT LLC | COM | 1353 | $488,234 | 1,020 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LM ADVISORS LLC | COM | 1354 | $487,000 | 1,018 | 0.08 | 1,018 | +Inf | 03-31-2024 |