Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COMMERZBANK AKTIENGESELLSCHAFT /FI | COM | 1601 | $414,000 | 1,191 | 0.01 | 0.01 | 283 | 31.17 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 1602 | $370,803 | 1,189 | 0.00 | 0.00 | 385 | 47.89 | 12-31-2023 |
EPG WEALTH MANAGEMENT LLC | COM | 1603 | $412,975 | 1,189 | 0.00 | 0.00 | -323 | -21.36 | 03-31-2024 |
GRAYPOINT LLC | Stock | 1604 | $411,895 | 1,186 | 0.00 | 0.00 | 84 | 7.62 | 03-31-2024 |