Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RESOURCES MANAGEMENT CORP /CT/ /ADV | Ordinary Share | 3601 | $5,945 | 145 | 0.00 | 0.76 | -41,605 | -99.65 | 12-31-2023 |
MCCLARREN FINANCIAL ADVISORS INC | COM | Liquidated | $0 | 0 | 0.02 | 0.02 | -7 | -4.67 | 03-31-2024 |
IAG WEALTH PARTNERS LLC | Common Stock | 3603 | $24,041 | 142 | 0.00 | 0.00 | -20 | -12.35 | 03-31-2024 |
ACIMA PRIVATE WEALTH LLC | Stock | 3604 | $20,248 | 140 | 0.00 | 0.01 | 0 | 0.00 | 12-31-2023 |