Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERSOURCE WEALTH ADVISORS LLC | Stock | 1551 | $205,034 | 5,708 | 0.00 | 0.00 | 1,162 | 25.56 | 12-31-2023 |
RESONANT CAPITAL ADVISORS LLC | COM | 1552 | $258,087 | 5,691 | 0.00 | 5,691 | +Inf | 03-31-2024 | |
HOLDERNESS INVESTMENTS CO | COM | 1553 | $256,778 | 5,662 | 0.00 | 5,662 | +Inf | 03-31-2024 | |
LANTZ FINANCIAL LLC | COM | 1554 | $254,776 | 5,618 | 0.00 | 5,618 | +Inf | 03-31-2024 |