Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERSOURCE WEALTH ADVISORS LLC | Stock | 351 | $9,174 | 139 | 0.00 | 0.00 | 29 | 26.36 | 12-31-2023 |
LINDBROOK CAPITAL LLC | Stock | 352 | $7,957 | 115 | 0.00 | 0.00 | -272 | -70.28 | 03-31-2024 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 353 | $7,000 | 106 | 0.00 | 106 | +Inf | 09-30-2022 | |
SIMPLEX TRADING LLC | COM | Liquidated | $0 | 0 | 0.00 | 103 | +Inf | 12-31-2023 |