Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IGNITE PLANNERS LLC | COM | 2501 | $524,352 | 1,853 | 0.00 | 0.00 | 37 | 2.04 | 03-31-2024 |
GOLDEN STATE WEALTH MANAGEMENT LLC | Common Stock | 2502 | $461,000 | 1,852 | 0.15 | 0.11 | -965 | -34.26 | 03-31-2022 |
BERMAN CAPITAL ADVISORS LLC | Stock | 2503 | $392,000 | 1,850 | 0.06 | 0.08 | -165 | -8.19 | 09-30-2021 |
EMPLOYERS HOLDINGS INC | COM | 2504 | $460,000 | 1,848 | 0.27 | 1,848 | +Inf | 03-31-2021 |