Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AJOVISTA LLC | SHS | Liquidated | $0 | 0 | 0.00 | 1,032 | +Inf | 03-31-2024 | |
CARROLL FINANCIAL ASSOCIATES INC | Stock | 302 | $10,000 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
FOUNDERS CAPITAL MANAGEMENT | COM | 303 | $6,030 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 304 | $5,631 | 956 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |