Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FEDERATION DES CAISSES DESJARDINS DU QUEBEC | Common Stock | 451 | $6,642 | 200 | 0.00 | 200 | +Inf | 03-31-2024 | |
GLOBAL RETIREMENT PARTNERS LLC | COM | 452 | $6,410 | 193 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LINDBROOK CAPITAL LLC | Stock | 453 | $6,210 | 187 | 0.00 | 0.00 | -3 | -1.58 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 454 | $5,630 | 184 | 0.00 | 184 | +Inf | 12-31-2023 |