Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HHM WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 17 | +Inf | 12-31-2023 | |
ST GERMAIN D J CO INC | Stock | 402 | $159 | 16 | 0.00 | 0.00 | -13 | -44.83 | 03-31-2024 |
MANITOU INVESTMENT MANAGEMENT LTD | COM | 403 | $126 | 16 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
ALLSQUARE WEALTH MANAGEMENT LLC | Stock | 404 | $149 | 15 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |