Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ABLE WEALTH MANAGEMENT LLC | Stock | 1651 | $78,672 | 600 | 0.00 | 600 | +Inf | 12-31-2023 | |
TOTH FINANCIAL ADVISORY CORP | COM | 1652 | $87,101 | 585 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MENDOTA FINANCIAL GROUP LLC | COM | 1653 | $85,910 | 577 | 0.00 | 0.00 | -101 | -14.90 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 1654 | $72,762 | 555 | 0.00 | 0.00 | -52 | -8.57 | 12-31-2023 |