Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUSTCORE FINANCIAL SERVICES LLC | COM | 1751 | $2,258,000 | 17,411 | 0.21 | 0.20 | -652 | -3.61 | 09-30-2022 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 1752 | $2,744,196 | 17,407 | 0.00 | 0.00 | 1,723 | 10.99 | 12-31-2023 |
BYRNE ASSET MANAGEMENT LLC | COM | 1753 | $1,043,950 | 17,350 | 0.00 | 0.76 | 11,571 | 200.22 | 03-31-2024 |
WAVERLY ADVISORS LLC | COM | 1754 | $2,732,334 | 17,332 | 0.00 | 0.09 | 9,454 | 120.01 | 12-31-2023 |