Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TFC FINANCIAL MANAGEMENT INC | COM | 3151 | $317,583 | 7,190 | 0.00 | 0.00 | 21 | 0.29 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 3152 | $361,243 | 7,189 | 0.00 | 0.00 | -127 | -1.74 | 12-31-2023 |
QUANTITATIVE VALUE TECHNOLOGIES LLC | COM | 3153 | $402,000 | 7,169 | 0.66 | 7,169 | +Inf | 06-30-2021 | |
COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL INC | COM | 3154 | $315,863 | 7,151 | 0.00 | 0.00 | 342 | 5.02 | 03-31-2024 |