Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONCORD WEALTH PARTNERS | COM | 1551 | $14,508 | 110 | 0.00 | 0.00 | -1,180 | -91.47 | 03-31-2024 |
BELL INVESTMENT ADVISORS INC | COM | 1552 | $13,990 | 106 | 0.00 | 0.00 | -7 | -6.19 | 03-31-2024 |
CASTLEVIEW PARTNERS LLC | COM | 1553 | $12,608 | 104 | 0.00 | 104 | +Inf | 12-31-2023 | |
BAYSTATE WEALTH MANAGEMENT LLC | Stock | 1554 | $11,645 | 103 | 0.00 | 0.00 | -4 | -3.74 | 09-30-2023 |