Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERSOURCE WEALTH ADVISORS LLC | Stock | 401 | $20,687 | 225 | 0.00 | 0.00 | -68 | -23.21 | 12-31-2023 |
LINDBROOK CAPITAL LLC | Stock | 402 | $9,508 | 220 | 0.00 | 0.00 | 89 | 67.94 | 03-31-2024 |
NEXT FINANCIAL GROUP INC | CL A | 403 | $14,000 | 215 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
KEY FINANCIAL INC | CL A | 404 | $19,491 | 212 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |