Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLUE BELL PRIVATE WEALTH MANAGEMENT LLC | Stock | 2051 | $143,824 | 890 | 0.00 | 0.00 | -95 | -9.64 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 2052 | $136,310 | 881 | 0.00 | 0.00 | -88 | -9.08 | 12-31-2023 |
YHB INVESTMENT ADVISORS INC | Stock | 2053 | $140,107 | 867 | 0.00 | 867 | +Inf | 03-31-2024 | |
ARLINGTON PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 183 | 26.79 | 12-31-2023 |