Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OGOREK ANTHONY JOSEPH /NY/ /ADV | CVS Health Corp | 3251 | $49,000 | 616 | 0.02 | 0.02 | -169 | -21.53 | 03-31-2024 |
LOWE WEALTH ADVISORS LLC | COM | 3252 | $45,575 | 613 | 0.00 | 0.00 | 1 | 0.16 | 03-31-2023 |
COSTELLO ASSET MANAGEMENT INC | COM | 3253 | $47,856 | 600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EARNEST PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |