Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERSOURCE WEALTH ADVISORS LLC | Stock | 251 | $1,636 | 298 | 0.00 | 0.00 | 119 | 66.48 | 12-31-2023 |
CWM LLC | COM | 252 | $2,000 | 290 | 0.00 | 0.00 | 235 | 427.27 | 03-31-2024 |
SMITH ASSET MANAGEMENT GROUP LP | Common Stock - Long | 253 | $18,000 | 270 | 0.00 | 270 | +Inf | 06-30-2021 | |
PARALLEL ADVISORS LLC | Stock | 254 | $2,206 | 191 | 0.00 | 191 | +Inf | 06-30-2023 |