Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RATHBONES GROUP PLC | COM | 2651 | $731,086 | 14,130 | 0.00 | 0.00 | 332 | 2.41 | 06-30-2023 |
TRADEWINDS LLC | Stock | 2652 | $712,502 | 14,103 | 0.00 | 14,103 | +Inf | 12-31-2021 | |
CHERRY CREEK INVESTMENT ADVISORS INC | COM | 2653 | $703,466 | 14,095 | 0.00 | 0.00 | -850 | -5.69 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 2654 | $711,285 | 14,080 | 0.00 | 0.00 | 645 | 4.80 | 12-31-2023 |