Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERSOURCE WEALTH ADVISORS LLC | Stock | 2401 | $119,202 | 1,225 | 0.00 | 0.00 | 253 | 26.03 | 12-31-2023 |
SULLIVAN BRUYETTE SPEROS & BLANEY LLC | COM | 2402 | $109,000 | 1,212 | 0.00 | 1,212 | +Inf | 03-31-2021 | |
KEY FINANCIAL INC | COM | 2403 | $115,920 | 1,191 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PARK PLACE CAPITAL CORP | Stock | 2404 | $134,516 | 1,186 | 0.00 | 0.00 | 53 | 4.68 | 03-31-2024 |