Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERSOURCE WEALTH ADVISORS LLC | Stock | 1951 | $133,342 | 1,824 | 0.00 | 0.00 | 142 | 8.44 | 12-31-2023 |
ARLINGTON PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -42 | -2.26 | 12-31-2023 |
LINDBROOK CAPITAL LLC | Stock | 1953 | $145,799 | 1,796 | 0.00 | 0.00 | 978 | 119.56 | 03-31-2024 |
PARKSIDE FINANCIAL BANK & TRUST | COM | 1954 | $145,431 | 1,791 | 0.00 | 0.00 | 71 | 4.13 | 03-31-2024 |