Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERSOURCE WEALTH ADVISORS LLC | Stock | 451 | $542,806 | 2,478 | 0.00 | 0.00 | 23 | 0.94 | 12-31-2023 |
CONCENTRIC CAPITAL STRATEGIES LP | SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | -117 | -4.51 | 03-31-2024 |
VANGUARD PERSONALIZED INDEXING MANAGEMENT LLC | SHS | 453 | $655,840 | 2,469 | 0.00 | 0.00 | 857 | 53.16 | 03-31-2024 |
WEALTH ALLIANCE | SHS | 454 | $619,449 | 2,332 | 0.00 | 0.00 | -67 | -2.79 | 03-31-2024 |