Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HERITAGE WEALTH ADVISORS | COM | 1851 | $427,425 | 1,307 | 0.00 | 0.02 | 225 | 20.79 | 03-31-2023 |
SAGEVIEW ADVISORY GROUP LLC | COM | 1852 | $505,129 | 1,306 | 0.00 | 1,306 | +Inf | 12-31-2023 | |
ROCKLAND TRUST CO | COM | 1853 | $542,580 | 1,299 | 0.00 | 0.00 | -196 | -13.11 | 03-31-2024 |
LEGACY FINANCIAL ADVISORS INC | Stock | 1854 | $500,633 | 1,298 | 0.00 | 0.00 | 137 | 11.80 | 12-31-2023 |