Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SMARTLEAF ASSET MANAGEMENT LLC | SHS | 1651 | $153,730 | 1,090 | 0.00 | 1,090 | +Inf | 12-31-2023 | |
SUNBELT SECURITIES INC | Stock | 1652 | $155,895 | 1,073 | 0.00 | 0.00 | 1,015 | 1750.00 | 03-31-2024 |
FORMIDABLE ASSET MANAGEMENT LLC | COM | 1653 | $153,953 | 1,060 | 0.00 | 1,060 | +Inf | 03-31-2024 | |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 1654 | $143,312 | 1,020 | 0.00 | 0.00 | 141 | 16.04 | 12-31-2023 |