Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 1551 | $90,856 | 1,398 | 0.00 | 0.00 | 112 | 8.71 | 03-31-2024 |
ANTONETTI CAPITAL MANAGEMENT LLC | COM | 1552 | $88,872 | 1,366 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
ADVISORNET FINANCIAL INC | Stock | 1553 | $81,952 | 1,261 | 0.00 | 0.00 | -47 | -3.59 | 03-31-2024 |
KNOTT DAVID M JR | Common | 1554 | $67,000 | 1,249 | 0.03 | 0.03 | 194 | 18.39 | 12-31-2023 |