Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SULLIVAN BRUYETTE SPEROS & BLANEY LLC | COM | 1851 | $152,000 | 884 | 0.01 | 884 | +Inf | 03-31-2021 | |
SALEM INVESTMENT COUNSELORS INC | COM | 1852 | $93,025 | 879 | 0.00 | 0.00 | 36 | 4.27 | 03-31-2024 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 1853 | $168,000 | 862 | 0.04 | 0.04 | -87 | -9.17 | 06-30-2021 |
EVERSOURCE WEALTH ADVISORS LLC | REIT | 1854 | $96,987 | 842 | 0.00 | 0.00 | 342 | 68.40 | 12-31-2023 |