Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PUTNAM INVESTMENTS LLC | COMMON STOCK | 1601 | $266,749 | 2,077 | 0.00 | 0.00 | -26,580 | -92.75 | 12-31-2023 |
STILES FINANCIAL SERVICES INC | COM | 1602 | $285,043 | 2,075 | 0.00 | 2,075 | +Inf | 03-31-2024 | |
MATHER GROUP LLC | COM | 1603 | $265,598 | 2,068 | 0.00 | 0.00 | -202 | -8.90 | 12-31-2023 |
US CAPITAL WEALTH ADVISORS LLC | COM | 1604 | $282,647 | 2,057 | 0.00 | 0.00 | -493 | -19.33 | 03-31-2024 |